LZISX Mutual Fund

LZISX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
-8.19%
3 Months
-8.99%
6 Months
-11.66%
YTD
+5.93%
1 Year
+11.42%
3 Years (annualized)
+20.88%
5 Years (annualized)
+9.58%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZISX 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 Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+10.55%
vs Peers
-4.62%

LZISX Mutual Fund Performance

LZISX performance across multiple time periods: 1-month -8.19%, YTD 5.93%, 1-year 11.42%, 3-year 20.88%, 5-year 9.58%, 10-year 11.44%.

LZISX returns trail the peer average of 10.55% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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