CORYX | ORTFX | CORYX / ORTFX | |
Total Expense Ratio | 0.48 | 0.71 | 68% |
Annual Report Gross Expense Ratio | 0.52 | 0.80 | 65% |
Fund Existence | 8 years | 39 years | - |
Gain YTD | -0.943 | -1.446 | 65% |
Front Load | N/A | 3% | - |
Min. Initial Investment | 1000000 | 1000 | 100,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 288M | 282M | 102% |
Annual Yield % from dividends | 2.51 | 2.84 | 88% |
Returns for 1 year | 1.36 | 0.34 | 406% |
Returns for 3 years | 5.00 | 3.34 | 150% |
Returns for 5 years | 2.36 | -1.36 | -173% |
Returns for 10 years | N/A | 7.21 | - |