IORNX Mutual Fund

IORNX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+1.19%
3 Months
+3.65%
6 Months
+3.79%
YTD
+3.69%
1 Year
+8.78%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORNX 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
US Consumer Price Index
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+1.79%
vs Peers
+1.90%

IORNX Mutual Fund Performance

IORNX performance across multiple time periods: 1-month 1.19%, YTD 3.69%, 1-year 8.78%, 3-year 3.63%, 5-year 0.54%.

IORNX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

IORNX performance comparison shows side-by-side returns with another fund. IORNX alternatives are available in the Mutual Fund Screener.