LZIEX Mutual Fund

LZIEX Mutual Fund

NAV$20.85
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Returns Overview

1 Month
+0.88%
3 Months
+4.12%
6 Months
+4.12%
YTD
+10.40%
1 Year
+21.54%
3 Years (annualized)
+16.57%
5 Years (annualized)
+9.21%
10 Years (annualized)
+8.25%

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)
+10.40%
Peer Avg (YTD)
+9.42%
vs Peers
+0.98%

LZIEX Mutual Fund Performance

LZIEX performance across multiple time periods: 1-month 0.88%, YTD 10.40%, 1-year 21.54%, 3-year 16.57%, 5-year 9.21%, 10-year 8.25%.

LZIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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