LZIOX Mutual Fund

NAV$21.87

Returns Overview

1 Month
-0.05%
3 Months
+9.09%
6 Months
+9.31%
YTD
+8.13%
1 Year
+18.13%
3 Years (annualized)
+15.93%
5 Years (annualized)
+8.45%
10 Years (annualized)
+7.83%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+9.13%
vs Peers
-1.01%

LZIOX Mutual Fund Performance

LZIOX performance across multiple time periods: 1-month -0.05%, YTD 8.13%, 1-year 18.13%, 3-year 15.93%, 5-year 8.45%, 10-year 7.83%.

LZIOX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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