OYRDX Mutual Fund

OYRDX Mutual Fund

NAV$30.24
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Returns Overview

1 Month
+0.82%
3 Months
+2.23%
6 Months
+6.68%
YTD
+8.19%
1 Year
+14.43%
3 Years (annualized)
+14.43%
5 Years (annualized)
+9.68%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OYRDX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+11.21%
vs Peers
-3.03%

OYRDX Mutual Fund Performance

OYRDX performance across multiple time periods: 1-month 0.82%, YTD 8.19%, 1-year 14.43%, 3-year 14.43%, 5-year 9.68%, 10-year 12.06%.

OYRDX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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