LZIEX Mutual Fund

LZIEX Mutual Fund

NAV$21.41
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Returns Overview

1 Month
-0.10%
3 Months
+9.09%
6 Months
+9.44%
YTD
+8.23%
1 Year
+18.36%
3 Years (annualized)
+16.21%
5 Years (annualized)
+9.64%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZIEX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+9.13%
vs Peers
-0.90%

LZIEX Mutual Fund Performance

LZIEX performance across multiple time periods: 1-month -0.10%, YTD 8.23%, 1-year 18.36%, 3-year 16.21%, 5-year 9.64%, 10-year 8.65%.

LZIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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