IORJX Mutual Fund

IORJX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+3.13%
3 Months
-1.80%
6 Months
-2.02%
YTD
-0.46%
1 Year
-0.25%
3 Years (annualized)
+4.90%
5 Years (annualized)
+0.85%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORJX 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 New Jersey Index(^SPMBNJI)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
-0.87%
vs Peers
+0.40%

IORJX Mutual Fund Performance

IORJX performance across multiple time periods: 1-month 3.13%, YTD -0.46%, 1-year -0.25%, 3-year 4.90%, 5-year 0.85%, 10-year 2.88%.

IORJX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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