RIOCX Mutual Fund

RIOCX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-0.38%
3 Months
+0.21%
6 Months
+0.71%
YTD
+1.14%
1 Year
+3.73%
3 Years (annualized)
+6.25%
5 Years (annualized)
+2.47%
10 Years (annualized)
+3.41%

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

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)
+1.14%
Peer Avg (YTD)
+0.12%
vs Peers
+1.02%

RIOCX Mutual Fund Performance

RIOCX performance across multiple time periods: 1-month -0.38%, YTD 1.14%, 1-year 3.73%, 3-year 6.25%, 5-year 2.47%, 10-year 3.41%.

RIOCX returns outperform the peer average of 0.12% 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.