ORSAX Mutual Fund

NAV$19.20

Returns Overview

1 Month
-2.69%
3 Months
+6.90%
6 Months
+12.22%
YTD
+18.30%
1 Year
+41.18%
3 Years (annualized)
+23.13%
5 Years (annualized)
+14.73%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+18.30%
Peer Avg (YTD)
+18.52%
vs Peers
-0.23%

ORSAX Mutual Fund Performance

ORSAX performance across multiple time periods: 1-month -2.69%, YTD 18.30%, 1-year 41.18%, 3-year 23.13%, 5-year 14.73%, 10-year 10.79%.

ORSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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