IORAX Mutual Fund

IORAX Mutual Fund

NAV$6.29
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Returns Overview

1 Month
-4.76%
3 Months
-6.99%
6 Months
-3.95%
YTD
-3.90%
1 Year
-2.72%
3 Years (annualized)
+3.44%
5 Years (annualized)
+0.33%
10 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORAX 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
S&P Municipal Bond 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
-3.90%
Peer Avg (YTD)
-3.84%
vs Peers
-0.06%

IORAX Mutual Fund Performance

IORAX performance across multiple time periods: 1-month -4.76%, YTD -3.90%, 1-year -2.72%, 3-year 3.44%, 5-year 0.33%, 10-year 3.47%.

IORAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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