LIZKX Mutual Fund

LIZKX Mutual Fund

NAV$29.51
See how much of LIZKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.69%
3 Months
+3.59%
6 Months
+8.05%
YTD
+10.64%
1 Year
+22.42%
3 Years (annualized)
+17.79%
5 Years (annualized)
+10.32%
10 Years (annualized)
+11.86%

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
PROUpgrade to run

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)
+10.64%
Peer Avg (YTD)
+6.99%
vs Peers
+3.64%

LIZKX Mutual Fund Performance

LIZKX performance across multiple time periods: 1-month -0.69%, YTD 10.64%, 1-year 22.42%, 3-year 17.79%, 5-year 10.32%, 10-year 11.86%.

LIZKX returns outperform the peer average of 6.99% 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.