LZESX Mutual Fund

LZESX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
+2.04%
3 Months
+3.87%
6 Months
+5.70%
YTD
+16.81%
1 Year
+24.17%
3 Years (annualized)
+15.42%
5 Years (annualized)
+6.39%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZESX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+10.17%
vs Peers
+6.64%

LZESX Mutual Fund Performance

LZESX performance across multiple time periods: 1-month 2.04%, YTD 16.81%, 1-year 24.17%, 3-year 15.42%, 5-year 6.39%, 10-year 6.83%.

LZESX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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