IOLZX vs. V
Compare and contrast key facts about ICON Equity Fund (IOLZX) and Visa Inc. (V).
IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IOLZX or V.
Key characteristics
| IOLZX | V | |
|---|---|---|
| YTD Return | -0.33% | 12.63% |
| 1Y Return | 4.62% | 20.11% |
| 3Y Return (Ann) | -1.15% | 10.44% |
| 5Y Return (Ann) | 8.43% | 11.44% |
| 10Y Return (Ann) | 8.15% | 19.24% |
| Sharpe Ratio | 0.30 | 1.45 |
| Daily Std Dev | 15.39% | 15.07% |
| Max Drawdown | -56.03% | -51.90% |
| Current Drawdown | -10.50% | 0.00% |
Correlation
The correlation between IOLZX and V is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IOLZX vs. V - Performance Comparison
In the year-to-date period, IOLZX achieves a -0.33% return, which is significantly lower than V's 12.63% return. Over the past 10 years, IOLZX has underperformed V with an annualized return of 8.15%, while V has yielded a comparatively higher 19.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IOLZX vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ICON Equity Fund (IOLZX) and Visa Inc. (V). 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.
Dividends
IOLZX vs. V - Dividend Comparison
IOLZX's dividend yield for the trailing twelve months is around 4.77%, more than V's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOLZX ICON Equity Fund | 4.77% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
V Visa Inc. | 0.71% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
IOLZX vs. V - Drawdown Comparison
The maximum IOLZX drawdown since its inception was -56.03%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for IOLZX and V. For additional features, visit the drawdowns tool.
Volatility
IOLZX vs. V - Volatility Comparison
ICON Equity Fund (IOLZX) has a higher volatility of 4.54% compared to Visa Inc. (V) at 3.41%. This indicates that IOLZX's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.