RIOCX Mutual Fund

NAV$8.79

Returns Overview

1 Month
+0.07%
3 Months
+1.95%
6 Months
+1.41%
YTD
+1.53%
1 Year
+4.30%
3 Years (annualized)
+6.81%
5 Years (annualized)
+2.59%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIOCX 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

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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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+3.23%
vs Peers
-1.70%

RIOCX Mutual Fund Performance

RIOCX performance across multiple time periods: 1-month 0.07%, YTD 1.53%, 1-year 4.30%, 3-year 6.81%, 5-year 2.59%, 10-year 3.66%.

RIOCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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