IORJX Mutual Fund

IORJX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
-4.58%
3 Months
-6.48%
6 Months
-3.59%
YTD
-3.49%
1 Year
-2.09%
3 Years (annualized)
+3.81%
5 Years (annualized)
+1.02%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORJX 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 New Jersey Index(^SPMBNJI)
This Mutual Fund (YTD)
-3.49%
Peer Avg (YTD)
-3.84%
vs Peers
+0.35%

IORJX Mutual Fund Performance

IORJX performance across multiple time periods: 1-month -4.58%, YTD -3.49%, 1-year -2.09%, 3-year 3.81%, 5-year 1.02%, 10-year 2.88%.

IORJX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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