LZESX Mutual Fund

LZESX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
+0.68%
3 Months
+4.77%
6 Months
+7.37%
YTD
+14.20%
1 Year
+25.34%
3 Years (annualized)
+12.98%
5 Years (annualized)
+6.32%
10 Years (annualized)
+6.49%

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)
+14.20%
Peer Avg (YTD)
+9.42%
vs Peers
+4.78%

LZESX Mutual Fund Performance

LZESX performance across multiple time periods: 1-month 0.68%, YTD 14.20%, 1-year 25.34%, 3-year 12.98%, 5-year 6.32%, 10-year 6.49%.

LZESX returns outperform the peer average of 9.42% 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.