IOLZX Mutual Fund

IOLZX Mutual Fund

NAV$33.00
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Returns Overview

1 Month
-2.15%
3 Months
+0.91%
6 Months
+17.16%
YTD
+25.78%
1 Year
+30.48%
3 Years (annualized)
+16.30%
5 Years (annualized)
+7.46%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOLZX 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
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📉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
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+25.78%
Peer Avg (YTD)
+8.51%
vs Peers
+17.27%

IOLZX Mutual Fund Performance

IOLZX performance across multiple time periods: 1-month -2.15%, YTD 25.78%, 1-year 30.48%, 3-year 16.30%, 5-year 7.46%, 10-year 12.78%.

IOLZX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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