IORAX Mutual Fund

IORAX Mutual Fund

NAV$6.50
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Returns Overview

1 Month
+3.04%
3 Months
-1.86%
6 Months
-2.58%
YTD
-0.99%
1 Year
-1.15%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.07%
10 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORAX 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 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
-0.87%
vs Peers
-0.12%

IORAX Mutual Fund Performance

IORAX performance across multiple time periods: 1-month 3.04%, YTD -0.99%, 1-year -1.15%, 3-year 4.71%, 5-year 0.07%, 10-year 3.47%.

IORAX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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