ORTYX Mutual Fund

ORTYX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.66%
3 Months
+1.62%
6 Months
+1.11%
YTD
+1.11%
1 Year
+5.16%
3 Years (annualized)
+2.69%
5 Years (annualized)
+1.08%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORTYX 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)
+1.11%
Peer Avg (YTD)
+1.79%
vs Peers
-0.67%

ORTYX Mutual Fund Performance

ORTYX performance across multiple time periods: 1-month 0.66%, YTD 1.11%, 1-year 5.16%, 3-year 2.69%, 5-year 1.08%, 10-year 2.55%.

ORTYX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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