LZFIX Mutual Fund

NAV$7.73

Returns Overview

1 Month
-2.18%
3 Months
+1.51%
6 Months
-6.67%
YTD
-6.28%
1 Year
-20.98%
3 Years (annualized)
-4.29%
5 Years (annualized)
+0.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-6.28%
Peer Avg (YTD)
+10.82%
vs Peers
-17.09%

LZFIX Mutual Fund Performance

LZFIX performance across multiple time periods: 1-month -2.18%, YTD -6.28%, 1-year -20.98%, 3-year -4.29%, 5-year 0.20%.

LZFIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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