RIOCX Mutual Fund

RIOCX Mutual Fund

NAV$8.49
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Returns Overview

1 Month
-2.87%
3 Months
-2.49%
6 Months
-0.59%
YTD
-1.00%
1 Year
-0.08%
3 Years (annualized)
+6.48%
5 Years (annualized)
+2.53%
10 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIOCX 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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+0.50%
vs Peers
-1.50%

RIOCX Mutual Fund Performance

RIOCX performance across multiple time periods: 1-month -2.87%, YTD -1.00%, 1-year -0.08%, 3-year 6.48%, 5-year 2.53%, 10-year 3.30%.

RIOCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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