ORTFX Mutual Fund

NAV$10.23

Returns Overview

1 Month
+0.65%
3 Months
+1.69%
6 Months
+1.07%
YTD
+1.07%
1 Year
+5.15%
3 Years (annualized)
+2.56%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORTFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+1.79%
vs Peers
-0.71%

ORTFX Mutual Fund Performance

ORTFX performance across multiple time periods: 1-month 0.65%, YTD 1.07%, 1-year 5.15%, 3-year 2.56%, 5-year 0.87%, 10-year 2.30%.

ORTFX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

ORTFX performance comparison shows side-by-side returns with another fund. ORTFX alternatives are available in the Mutual Fund Screener.