IORVX Mutual Fund

IORVX Mutual Fund

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Returns Overview

1 Month
+0.25%
3 Months
+0.53%
6 Months
+1.23%
YTD
+1.69%
1 Year
+2.89%
3 Years (annualized)
+3.77%
5 Years (annualized)
+2.94%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IORVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+0.92%
vs Peers
+0.77%

IORVX Mutual Fund Performance

IORVX performance across multiple time periods: 1-month 0.25%, YTD 1.69%, 1-year 2.89%, 3-year 3.77%, 5-year 2.94%, 10-year 1.75%.

IORVX returns outperform the peer average of 0.92% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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