RIOCX Mutual Fund

RIOCX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
+0.92%
3 Months
-1.22%
6 Months
-1.01%
YTD
-0.09%
1 Year
+0.76%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.27%
10 Years (annualized)
+3.07%

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)
-0.09%
Peer Avg (YTD)
+0.72%
vs Peers
-0.81%

RIOCX Mutual Fund Performance

RIOCX performance across multiple time periods: 1-month 0.92%, YTD -0.09%, 1-year 0.76%, 3-year 6.60%, 5-year 2.27%, 10-year 3.07%.

RIOCX returns trail the peer average of 0.72% 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.