LEZKX Mutual Fund

LEZKX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
+2.61%
3 Months
+2.34%
6 Months
+9.36%
YTD
+13.96%
1 Year
+22.19%
3 Years (annualized)
+19.57%
5 Years (annualized)
+10.29%

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
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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)
+13.96%
Peer Avg (YTD)
+8.76%
vs Peers
+5.20%

LEZKX Mutual Fund Performance

LEZKX performance across multiple time periods: 1-month 2.61%, YTD 13.96%, 1-year 22.19%, 3-year 19.57%, 5-year 10.29%.

LEZKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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