LEZKX Mutual Fund

NAV$19.21

Returns Overview

1 Month
+0.11%
3 Months
+14.17%
6 Months
+12.27%
YTD
+11.47%
1 Year
+24.02%
3 Years (annualized)
+18.94%
5 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEZKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+7.64%
vs Peers
+3.83%

LEZKX Mutual Fund Performance

LEZKX performance across multiple time periods: 1-month 0.11%, YTD 11.47%, 1-year 24.02%, 3-year 18.94%, 5-year 10.53%.

LEZKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

LEZKX performance comparison shows side-by-side returns with another fund. LEZKX alternatives are available in the Mutual Fund Screener.