IORNX Mutual Fund

IORNX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-5.14%
3 Months
-7.71%
6 Months
-4.34%
YTD
-4.30%
1 Year
-2.87%
3 Years (annualized)
+3.21%
5 Years (annualized)
-0.04%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORNX 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 York 5+ Year Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
-4.30%
Peer Avg (YTD)
-3.84%
vs Peers
-0.46%

IORNX Mutual Fund Performance

IORNX performance across multiple time periods: 1-month -5.14%, YTD -4.30%, 1-year -2.87%, 3-year 3.21%, 5-year -0.04%, 10-year 2.36%.

IORNX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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