LZFIX Mutual Fund

LZFIX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
+11.39%
3 Months
+5.32%
6 Months
+14.12%
YTD
+10.46%
1 Year
+6.93%
3 Years (annualized)
+8.71%
5 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZFIX 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 World Index(MDWO)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+8.01%
vs Peers
+2.45%

LZFIX Mutual Fund Performance

LZFIX performance across multiple time periods: 1-month 11.39%, YTD 10.46%, 1-year 6.93%, 3-year 8.71%, 5-year 5.47%.

LZFIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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