IORMX Mutual Fund

IORMX Mutual Fund

NAV$2.77
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Returns Overview

1 Month
-1.09%
3 Months
-0.44%
6 Months
+0.20%
YTD
+0.89%
1 Year
+5.13%
3 Years (annualized)
+4.06%
5 Years (annualized)
+1.40%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORMX 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
S&P Municipal New York Investment Grade 4-7 Years Bond Index
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+0.23%
vs Peers
+0.65%

IORMX Mutual Fund Performance

IORMX performance across multiple time periods: 1-month -1.09%, YTD 0.89%, 1-year 5.13%, 3-year 4.06%, 5-year 1.40%, 10-year 2.45%.

IORMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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