IORUX Mutual Fund

IORUX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-5.62%
3 Months
-8.46%
6 Months
-4.88%
YTD
-5.07%
1 Year
-3.96%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.46%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORUX 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)
-5.07%
Peer Avg (YTD)
-3.84%
vs Peers
-1.23%

IORUX Mutual Fund Performance

IORUX performance across multiple time periods: 1-month -5.62%, YTD -5.07%, 1-year -3.96%, 3-year 2.84%, 5-year -0.46%, 10-year 3.34%.

IORUX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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