QALGX vs. IOLZX
Compare and contrast key facts about Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) and ICON Equity Fund (IOLZX).
QALGX is an actively managed fund by Federated Hermes. It was launched on Sep 15, 2005. IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Performance
QALGX vs. IOLZX - Performance Comparison
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QALGX vs. IOLZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QALGX Federated Hermes MDT Large Cap Growth Fund Class A | -12.44% | 19.14% | 40.93% | 39.32% | -25.07% | 30.14% | 38.00% | 31.73% | 1.24% | 25.16% |
IOLZX ICON Equity Fund | -1.68% | 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, QALGX achieves a -12.44% return, which is significantly lower than IOLZX's -1.68% return. Over the past 10 years, QALGX has outperformed IOLZX with an annualized return of 17.26%, while IOLZX has yielded a comparatively lower 11.75% annualized return.
QALGX
- 1D
- -0.38%
- 1M
- -8.10%
- YTD
- -12.44%
- 6M
- -9.95%
- 1Y
- 13.58%
- 3Y*
- 21.72%
- 5Y*
- 14.64%
- 10Y*
- 17.26%
IOLZX
- 1D
- -0.48%
- 1M
- -8.41%
- YTD
- -1.68%
- 6M
- 1.05%
- 1Y
- 19.64%
- 3Y*
- 14.40%
- 5Y*
- 6.85%
- 10Y*
- 11.75%
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QALGX vs. IOLZX - Expense Ratio Comparison
QALGX has a 1.00% expense ratio, which is lower than IOLZX's 1.04% expense ratio.
Return for Risk
QALGX vs. IOLZX — Risk / Return Rank
QALGX
IOLZX
QALGX vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) 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.
| QALGX | IOLZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.84 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.29 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.09 | -0.46 |
Martin ratioReturn relative to average drawdown | 1.98 | 3.61 | -1.63 |
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
| QALGX | IOLZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.84 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.32 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.53 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.35 | +0.19 |
Correlation
The correlation between QALGX and IOLZX is 0.78, 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
QALGX vs. IOLZX - Dividend Comparison
QALGX's dividend yield for the trailing twelve months is around 3.91%, less than IOLZX's 10.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QALGX Federated Hermes MDT Large Cap Growth Fund Class A | 3.91% | 3.42% | 7.26% | 1.59% | 14.79% | 20.92% | 7.92% | 5.33% | 10.82% | 7.70% | 0.57% | 12.13% |
IOLZX ICON Equity Fund | 10.87% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
QALGX vs. IOLZX - Drawdown Comparison
The maximum QALGX drawdown since its inception was -53.63%, roughly equal to the maximum IOLZX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for QALGX and IOLZX.
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Drawdown Indicators
| QALGX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -56.03% | +2.40% |
Max Drawdown (1Y)Largest decline over 1 year | -15.86% | -15.69% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -30.12% | -27.77% | -2.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.73% | -41.04% | +9.31% |
Current DrawdownCurrent decline from peak | -15.86% | -13.74% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -12.72% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 4.72% | +0.29% |
Volatility
QALGX vs. IOLZX - Volatility Comparison
The current volatility for Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) is 5.47%, while ICON Equity Fund (IOLZX) has a volatility of 6.73%. This indicates that QALGX 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
| QALGX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.73% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 14.09% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 23.57% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 21.32% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 22.25% | -0.97% |