# ICON Equity Institutional (IOLZX)

> Source: Nexqual · https://nexqual.com/IOLZX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, ICON Equity Institutional (IOLZX), nexqual.com/IOLZX" · informational, not investment advice.

**Price:** USD 31.33 (-1.26% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 31.73 · day 31.33–31.33 · 52w 26.74–36.75 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +16.6% vs S&P 500 +13.4%; 5Y +30.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +16.6% | +30.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +16.7% | +5.5% |
| Volatility (annualized) | 20.5% | 20.2% |
| Max drawdown | -14.8% (Aug 2026→Oct 2026) | -26.6% (Nov 2021→Jun 2022) |

## Peers
IOBZX (ICON Flexible Bond Fund Institu) USD 8.29 +0.00% · IOEZX (ICON Equity Income Fund Institu) USD 20 +0.00% · ICBMX (ICON Natural Resources & Infras) USD 22.26 -0.00% · LEISX (Federated Hermes Equity Income ) USD 22.18 -0.00% · TSWEX (TS & W Equity Portfolio Instl C) USD 15.16 -0.26%

## More
Full page: https://nexqual.com/IOLZX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt