LZFOX Mutual Fund

LZFOX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
+11.42%
3 Months
+5.33%
6 Months
+14.00%
YTD
+10.34%
1 Year
+6.66%
3 Years (annualized)
+4.36%
5 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZFOX 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)
+10.34%
Peer Avg (YTD)
+8.01%
vs Peers
+2.33%

LZFOX Mutual Fund Performance

LZFOX performance across multiple time periods: 1-month 11.42%, YTD 10.34%, 1-year 6.66%, 3-year 4.36%, 5-year 3.22%.

LZFOX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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