LIZAX Mutual Fund

NAV$29.21

Returns Overview

1 Month
-0.21%
3 Months
+13.66%
6 Months
+12.02%
YTD
+11.19%
1 Year
+24.08%
3 Years (annualized)
+19.10%
5 Years (annualized)
+10.33%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIZAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+7.64%
vs Peers
+3.55%

LIZAX Mutual Fund Performance

LIZAX performance across multiple time periods: 1-month -0.21%, YTD 11.19%, 1-year 24.08%, 3-year 19.10%, 5-year 10.33%, 10-year 12.06%.

LIZAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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