INSAX vs. IOLZX
Compare and contrast key facts about Catalyst Insider Buying Fund (INSAX) and ICON Equity Fund (IOLZX).
INSAX is managed by Catalyst Mutual Funds. It was launched on Jul 29, 2011. IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Performance
INSAX vs. IOLZX - Performance Comparison
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INSAX vs. IOLZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INSAX Catalyst Insider Buying Fund | -12.22% | 15.39% | 23.86% | 31.44% | -32.65% | -17.65% | 14.36% | 23.91% | -2.91% | 17.03% |
IOLZX ICON Equity Fund | 2.04% | 15.81% | 16.87% | 12.13% | -17.78% | 26.72% | 16.00% | 38.22% | -16.69% | 26.78% |
Returns By Period
In the year-to-date period, INSAX achieves a -12.22% return, which is significantly lower than IOLZX's 2.04% return. Over the past 10 years, INSAX has underperformed IOLZX with an annualized return of 4.66%, while IOLZX has yielded a comparatively higher 12.17% annualized return.
INSAX
- 1D
- 3.47%
- 1M
- -8.27%
- YTD
- -12.22%
- 6M
- -16.64%
- 1Y
- 3.21%
- 3Y*
- 14.01%
- 5Y*
- -0.72%
- 10Y*
- 4.66%
IOLZX
- 1D
- 3.78%
- 1M
- -4.73%
- YTD
- 2.04%
- 6M
- 4.94%
- 1Y
- 23.81%
- 3Y*
- 15.83%
- 5Y*
- 7.18%
- 10Y*
- 12.17%
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INSAX vs. IOLZX - Expense Ratio Comparison
INSAX has a 1.53% expense ratio, which is higher than IOLZX's 1.04% expense ratio.
Return for Risk
INSAX vs. IOLZX — Risk / Return Rank
INSAX
IOLZX
INSAX vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Insider Buying Fund (INSAX) and ICON Equity Fund (IOLZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| INSAX | IOLZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.02 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.42 | 1.52 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.54 | -1.36 |
Martin ratioReturn relative to average drawdown | 0.48 | 5.07 | -4.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INSAX | IOLZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.02 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.34 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.55 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.36 | -0.11 |
Correlation
The correlation between INSAX and IOLZX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
INSAX vs. IOLZX - Dividend Comparison
INSAX has not paid dividends to shareholders, while IOLZX's dividend yield for the trailing twelve months is around 10.48%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
INSAX Catalyst Insider Buying Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IOLZX ICON Equity Fund | 10.48% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% |
Drawdowns
INSAX vs. IOLZX - Drawdown Comparison
The maximum INSAX drawdown since its inception was -59.24%, which is greater than IOLZX's maximum drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for INSAX and IOLZX.
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Drawdown Indicators
| INSAX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.24% | -56.03% | -3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -23.44% | -15.69% | -7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -57.26% | -27.77% | -29.49% |
Max Drawdown (10Y)Largest decline over 10 years | -59.24% | -41.04% | -18.20% |
Current DrawdownCurrent decline from peak | -20.79% | -10.48% | -10.31% |
Average DrawdownAverage peak-to-trough decline | -13.91% | -12.71% | -1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.63% | 4.76% | +3.87% |
Volatility
INSAX vs. IOLZX - Volatility Comparison
The current volatility for Catalyst Insider Buying Fund (INSAX) is 7.49%, while ICON Equity Fund (IOLZX) has a volatility of 7.90%. This indicates that INSAX experiences smaller price fluctuations and is considered to be less risky than IOLZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INSAX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 7.90% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 23.06% | 14.56% | +8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.42% | 23.81% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.83% | 21.38% | +8.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.01% | 22.28% | +3.73% |