LIZPX Mutual Fund

LIZPX Mutual Fund

NAV$29.13
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Returns Overview

1 Month
-0.69%
3 Months
+3.54%
6 Months
+7.90%
YTD
+10.45%
1 Year
+22.07%
3 Years (annualized)
+17.46%
5 Years (annualized)
+10.01%
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
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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)
+10.45%
Peer Avg (YTD)
+6.99%
vs Peers
+3.46%

LIZPX Mutual Fund Performance

LIZPX performance across multiple time periods: 1-month -0.69%, YTD 10.45%, 1-year 22.07%, 3-year 17.46%, 5-year 10.01%, 10-year 11.56%.

LIZPX returns outperform the peer average of 6.99% 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.