LIZKX Mutual Fund

LIZKX Mutual Fund

NAV$28.56
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Returns Overview

1 Month
-1.60%
3 Months
+0.43%
6 Months
+14.26%
YTD
+11.87%
1 Year
+16.15%
3 Years (annualized)
+20.02%
5 Years (annualized)
+10.44%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIZKX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+7.09%
vs Peers
+4.79%

LIZKX Mutual Fund Performance

LIZKX performance across multiple time periods: 1-month -1.60%, YTD 11.87%, 1-year 16.15%, 3-year 20.02%, 5-year 10.44%, 10-year 12.20%.

LIZKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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