LZFOX Mutual Fund

LZFOX Mutual Fund

NAV$7.65
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Returns Overview

1 Month
+11.77%
3 Months
+8.23%
6 Months
+6.23%
YTD
+4.75%
1 Year
-1.20%
3 Years (annualized)
+2.19%
5 Years (annualized)
+4.24%

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
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📉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)
+4.75%
Peer Avg (YTD)
+9.54%
vs Peers
-4.79%

LZFOX Mutual Fund Performance

LZFOX performance across multiple time periods: 1-month 11.77%, YTD 4.75%, 1-year -1.20%, 3-year 2.19%, 5-year 4.24%.

LZFOX returns trail the peer average of 9.54% 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.