LIZPX Mutual Fund

LIZPX Mutual Fund

NAV$28.42
See how much of LIZPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.36%
3 Months
-0.32%
6 Months
+3.21%
YTD
+10.10%
1 Year
+12.19%
3 Years (annualized)
+21.49%
5 Years (annualized)
+9.28%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIZPX 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)
+10.10%
Peer Avg (YTD)
+6.70%
vs Peers
+3.40%

LIZPX Mutual Fund Performance

LIZPX performance across multiple time periods: 1-month -1.36%, YTD 10.10%, 1-year 12.19%, 3-year 21.49%, 5-year 9.28%, 10-year 11.56%.

LIZPX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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