IORCX Mutual Fund

IORCX Mutual Fund

NAV$7.36
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Returns Overview

1 Month
-5.16%
3 Months
-7.42%
6 Months
-3.98%
YTD
-4.12%
1 Year
-2.42%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.45%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond California 5+ Year Investment Grade Index(^SPMBCIGI)
This Mutual Fund (YTD)
-4.12%
Peer Avg (YTD)
-3.88%
vs Peers
-0.24%

IORCX Mutual Fund Performance

IORCX performance across multiple time periods: 1-month -5.16%, YTD -4.12%, 1-year -2.42%, 3-year 3.89%, 5-year 0.45%, 10-year 3.05%.

IORCX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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