IORPX Mutual Fund

IORPX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
+2.93%
3 Months
-3.03%
6 Months
-3.50%
YTD
-2.31%
1 Year
-2.03%
3 Years (annualized)
+4.54%
5 Years (annualized)
+0.15%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORPX 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 Pennsylvania 5+ Year Investment Grade Index(^SMBPYIGI)
This Mutual Fund (YTD)
-2.31%
Peer Avg (YTD)
-0.87%
vs Peers
-1.44%

IORPX Mutual Fund Performance

IORPX performance across multiple time periods: 1-month 2.93%, YTD -2.31%, 1-year -2.03%, 3-year 4.54%, 5-year 0.15%, 10-year 3.28%.

IORPX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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