LZIOX Mutual Fund

LZIOX Mutual Fund

NAV$20.66
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Returns Overview

1 Month
+3.10%
3 Months
+3.89%
6 Months
+0.19%
YTD
+13.62%
1 Year
+21.55%
3 Years (annualized)
+17.94%
5 Years (annualized)
+8.57%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZIOX 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
PROUpgrade to run
🏦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)
+13.62%
Peer Avg (YTD)
+10.17%
vs Peers
+3.45%

LZIOX Mutual Fund Performance

LZIOX performance across multiple time periods: 1-month 3.10%, YTD 13.62%, 1-year 21.55%, 3-year 17.94%, 5-year 8.57%, 10-year 8.15%.

LZIOX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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