IORNX Mutual Fund

IORNX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+3.21%
3 Months
-2.67%
6 Months
-2.93%
YTD
-1.23%
1 Year
-1.12%
3 Years (annualized)
+4.75%
5 Years (annualized)
-0.33%
10 Years (annualized)
+2.36%

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
S&P Municipal Bond New York 5+ Year Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
-0.87%
vs Peers
-0.37%

IORNX Mutual Fund Performance

IORNX performance across multiple time periods: 1-month 3.21%, YTD -1.23%, 1-year -1.12%, 3-year 4.75%, 5-year -0.33%, 10-year 2.36%.

IORNX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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