IORUX Mutual Fund

IORUX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
+3.64%
3 Months
-2.73%
6 Months
-3.20%
YTD
-1.62%
1 Year
-1.88%
3 Years (annualized)
+4.83%
5 Years (annualized)
-0.66%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORUX 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)
-1.62%
Peer Avg (YTD)
-0.87%
vs Peers
-0.75%

IORUX Mutual Fund Performance

IORUX performance across multiple time periods: 1-month 3.64%, YTD -1.62%, 1-year -1.88%, 3-year 4.83%, 5-year -0.66%, 10-year 3.34%.

IORUX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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