IORCX Mutual Fund

IORCX Mutual Fund

NAV$7.79
See how much of IORCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
+0.11%
6 Months
+1.11%
YTD
+1.49%
1 Year
+8.35%
3 Years (annualized)
+3.49%
5 Years (annualized)
+0.45%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
US Consumer Price Index
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+0.39%
vs Peers
+1.10%

IORCX Mutual Fund Performance

IORCX performance across multiple time periods: 1-month -2.00%, YTD 1.49%, 1-year 8.35%, 3-year 3.49%, 5-year 0.45%, 10-year 3.05%.

IORCX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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