IORMX Mutual Fund

IORMX Mutual Fund

NAV$2.69
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Returns Overview

1 Month
-2.93%
3 Months
-4.01%
6 Months
-2.36%
YTD
-2.09%
1 Year
-0.44%
3 Years (annualized)
+4.33%
5 Years (annualized)
+1.48%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORMX 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 New York Investment Grade 4-7 Years Bond Index
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
-3.84%
vs Peers
+1.75%

IORMX Mutual Fund Performance

IORMX performance across multiple time periods: 1-month -2.93%, YTD -2.09%, 1-year -0.44%, 3-year 4.33%, 5-year 1.48%, 10-year 2.45%.

IORMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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