LZIEX Mutual Fund

LZIEX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
+0.20%
3 Months
-0.16%
6 Months
+3.96%
YTD
+9.01%
1 Year
+13.52%
3 Years (annualized)
+20.74%
5 Years (annualized)
+8.73%
10 Years (annualized)
+8.67%

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)
+9.01%
Peer Avg (YTD)
+8.05%
vs Peers
+0.95%

LZIEX Mutual Fund Performance

LZIEX performance across multiple time periods: 1-month 0.20%, YTD 9.01%, 1-year 13.52%, 3-year 20.74%, 5-year 8.73%, 10-year 8.67%.

LZIEX returns outperform the peer average of 8.05% 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.