IORUX Mutual Fund

NAV$14.28

Returns Overview

1 Month
+1.25%
3 Months
+3.90%
6 Months
+3.70%
YTD
+3.70%
1 Year
+8.73%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
US Consumer Price Index
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+1.79%
vs Peers
+1.91%

IORUX Mutual Fund Performance

IORUX performance across multiple time periods: 1-month 1.25%, YTD 3.70%, 1-year 8.73%, 3-year 3.30%, 5-year 0.31%.

IORUX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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