RIOCX Mutual Fund

RIOCX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.78%
3 Months
+0.47%
6 Months
+1.28%
YTD
+1.93%
1 Year
+3.41%
3 Years (annualized)
+6.48%
5 Years (annualized)
+2.53%
10 Years (annualized)
+3.30%

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
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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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.15%
vs Peers
-0.23%

RIOCX Mutual Fund Performance

RIOCX performance across multiple time periods: 1-month 0.78%, YTD 1.93%, 1-year 3.41%, 3-year 6.48%, 5-year 2.53%, 10-year 3.30%.

RIOCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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