OYRDX Mutual Fund

OYRDX Mutual Fund

NAV$30.67
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Returns Overview

1 Month
+1.39%
3 Months
+1.21%
6 Months
+5.40%
YTD
+8.60%
1 Year
+10.24%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.40%
10 Years (annualized)
+12.40%

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)
+8.60%
Peer Avg (YTD)
+9.28%
vs Peers
-0.67%

OYRDX Mutual Fund Performance

OYRDX performance across multiple time periods: 1-month 1.39%, YTD 8.60%, 1-year 10.24%, 3-year 17.34%, 5-year 9.40%, 10-year 12.40%.

OYRDX returns trail the peer average of 9.28% 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.