LZOEX Mutual Fund

LZOEX Mutual Fund

NAV$33.09
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Returns Overview

1 Month
+2.48%
3 Months
+7.44%
6 Months
+14.50%
YTD
+25.27%
1 Year
+46.12%
3 Years (annualized)
+25.22%
5 Years (annualized)
+14.27%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZOEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.27%
Peer Avg (YTD)
+17.66%
vs Peers
+7.61%

LZOEX Mutual Fund Performance

LZOEX performance across multiple time periods: 1-month 2.48%, YTD 25.27%, 1-year 46.12%, 3-year 25.22%, 5-year 14.27%, 10-year 9.68%.

LZOEX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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