ORTFX Mutual Fund

ORTFX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-1.47%
3 Months
-0.65%
6 Months
-1.09%
YTD
+0.34%
1 Year
+4.69%
3 Years (annualized)
+2.37%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.02%

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
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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)
+0.34%
Peer Avg (YTD)
+0.23%
vs Peers
+0.11%

ORTFX Mutual Fund Performance

ORTFX performance across multiple time periods: 1-month -1.47%, YTD 0.34%, 1-year 4.69%, 3-year 2.37%, 5-year 0.17%, 10-year 1.02%.

ORTFX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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