LZIOX Mutual Fund

LZIOX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
+0.81%
3 Months
+4.05%
6 Months
+3.95%
YTD
+10.20%
1 Year
+21.19%
3 Years (annualized)
+16.26%
5 Years (annualized)
+8.93%
10 Years (annualized)
+7.97%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+9.42%
vs Peers
+0.78%

LZIOX Mutual Fund Performance

LZIOX performance across multiple time periods: 1-month 0.81%, YTD 10.20%, 1-year 21.19%, 3-year 16.26%, 5-year 8.93%, 10-year 7.97%.

LZIOX returns outperform the peer average of 9.42% 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.