IORPX Mutual Fund

IORPX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-5.32%
3 Months
-7.83%
6 Months
-4.82%
YTD
-5.09%
1 Year
-3.51%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.63%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORPX 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 Pennsylvania 5+ Year Investment Grade Index(^SMBPYIGI)
This Mutual Fund (YTD)
-5.09%
Peer Avg (YTD)
-3.84%
vs Peers
-1.25%

IORPX Mutual Fund Performance

IORPX performance across multiple time periods: 1-month -5.32%, YTD -5.09%, 1-year -3.51%, 3-year 3.47%, 5-year 0.63%, 10-year 3.28%.

IORPX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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