IORHX Mutual Fund

IORHX Mutual Fund

NAV$6.11
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Returns Overview

1 Month
-0.13%
3 Months
-0.55%
6 Months
-0.33%
YTD
+1.84%
1 Year
+7.21%
3 Years (annualized)
+4.56%
5 Years (annualized)
+0.58%
10 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORHX 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 High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+0.15%
vs Peers
+1.69%

IORHX Mutual Fund Performance

IORHX performance across multiple time periods: 1-month -0.13%, YTD 1.84%, 1-year 7.21%, 3-year 4.56%, 5-year 0.58%, 10-year 4.02%.

IORHX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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