LIZIX Mutual Fund

LIZIX Mutual Fund

NAV$29.09
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Returns Overview

1 Month
+2.76%
3 Months
+1.88%
6 Months
+9.02%
YTD
+13.66%
1 Year
+22.03%
3 Years (annualized)
+19.97%
5 Years (annualized)
+10.39%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIZIX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+13.66%
Peer Avg (YTD)
+8.76%
vs Peers
+4.90%

LIZIX Mutual Fund Performance

LIZIX performance across multiple time periods: 1-month 2.76%, YTD 13.66%, 1-year 22.03%, 3-year 19.97%, 5-year 10.39%, 10-year 12.14%.

LIZIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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