IOLZX Mutual Fund

IOLZX Mutual Fund

NAV$31.79
See how much of IOLZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.73%
3 Months
-10.00%
6 Months
-2.34%
YTD
+13.95%
1 Year
+20.18%
3 Years (annualized)
+17.23%
5 Years (annualized)
+5.71%
10 Years (annualized)
+12.09%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+13.95%
Peer Avg (YTD)
+5.23%
vs Peers
+8.72%

IOLZX Mutual Fund Performance

IOLZX performance across multiple time periods: 1-month -3.73%, YTD 13.95%, 1-year 20.18%, 3-year 17.23%, 5-year 5.71%, 10-year 12.09%.

IOLZX returns outperform the peer average of 5.23% 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.