LZCOX Mutual Fund

LZCOX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
-6.03%
3 Months
+2.81%
6 Months
+10.28%
YTD
+16.32%
1 Year
+26.24%
3 Years (annualized)
+10.12%
5 Years (annualized)
+4.99%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZCOX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+15.31%
vs Peers
+1.01%

LZCOX Mutual Fund Performance

LZCOX performance across multiple time periods: 1-month -6.03%, YTD 16.32%, 1-year 26.24%, 3-year 10.12%, 5-year 4.99%, 10-year 8.15%.

LZCOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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