LEZAX Mutual Fund

LEZAX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+2.57%
3 Months
+2.18%
6 Months
+9.16%
YTD
+13.75%
1 Year
+21.79%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEZAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+13.75%
Peer Avg (YTD)
+8.76%
vs Peers
+4.99%

LEZAX Mutual Fund Performance

LEZAX performance across multiple time periods: 1-month 2.57%, YTD 13.75%, 1-year 21.79%, 3-year 19.20%, 5-year 10.04%.

LEZAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

LEZAX vs another fund shows side-by-side returns. LEZAX alternatives are available in the Mutual Fund Screener.