LZISX Mutual Fund

LZISX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
-8.71%
3 Months
-2.93%
6 Months
+9.21%
YTD
+18.70%
1 Year
+26.61%
3 Years (annualized)
+16.83%
5 Years (annualized)
+4.68%
10 Years (annualized)
+7.09%

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
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 Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+18.70%
Peer Avg (YTD)
+10.05%
vs Peers
+8.65%

LZISX Mutual Fund Performance

LZISX performance across multiple time periods: 1-month -8.71%, YTD 18.70%, 1-year 26.61%, 3-year 16.83%, 5-year 4.68%, 10-year 7.09%.

LZISX returns outperform the peer average of 10.05% 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.