LEZIX Mutual Fund

LEZIX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
-0.37%
3 Months
+4.05%
6 Months
+8.38%
YTD
+11.01%
1 Year
+22.53%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEZIX 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)
+11.01%
Peer Avg (YTD)
+6.99%
vs Peers
+4.01%

LEZIX Mutual Fund Performance

LEZIX performance across multiple time periods: 1-month -0.37%, YTD 11.01%, 1-year 22.53%, 3-year 17.34%, 5-year 9.94%.

LEZIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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