IORHX Mutual Fund

IORHX Mutual Fund

NAV$6.09
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Returns Overview

1 Month
-5.25%
3 Months
-7.20%
6 Months
-3.85%
YTD
-3.50%
1 Year
-2.12%
3 Years (annualized)
+4.56%
5 Years (annualized)
+0.58%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORHX 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 High Yield Index(SAPIHY)
This Mutual Fund (YTD)
-3.50%
Peer Avg (YTD)
-3.84%
vs Peers
+0.34%

IORHX Mutual Fund Performance

IORHX performance across multiple time periods: 1-month -5.25%, YTD -3.50%, 1-year -2.12%, 3-year 4.56%, 5-year 0.58%, 10-year 4.02%.

IORHX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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