IOLZX Mutual Fund

NAV$35.22

Returns Overview

1 Month
-0.03%
3 Months
+11.14%
6 Months
+22.42%
YTD
+26.33%
1 Year
+48.17%
3 Years (annualized)
+23.90%
5 Years (annualized)
+16.70%
10 Years (annualized)
+18.54%

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

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+26.33%
Peer Avg (YTD)
+8.97%
vs Peers
+17.36%

IOLZX Mutual Fund Performance

IOLZX performance across multiple time periods: 1-month -0.03%, YTD 26.33%, 1-year 48.17%, 3-year 23.90%, 5-year 16.70%, 10-year 18.54%.

IOLZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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