ORTBX Mutual Fund

ORTBX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
-1.39%
3 Months
-0.66%
6 Months
-1.02%
YTD
+0.39%
1 Year
+4.69%
3 Years (annualized)
+2.27%
5 Years (annualized)
+0.07%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORTBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+0.23%
vs Peers
+0.16%

ORTBX Mutual Fund Performance

ORTBX performance across multiple time periods: 1-month -1.39%, YTD 0.39%, 1-year 4.69%, 3-year 2.27%, 5-year 0.07%, 10-year 0.92%.

ORTBX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

ORTBX vs another fund shows side-by-side returns. ORTBX alternatives are available in the Mutual Fund Screener.