LZOEX Mutual Fund

LZOEX Mutual Fund

NAV$33.10
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Returns Overview

1 Month
+3.13%
3 Months
+3.94%
6 Months
+11.51%
YTD
+29.31%
1 Year
+47.22%
3 Years (annualized)
+28.43%
5 Years (annualized)
+14.40%
10 Years (annualized)
+10.02%

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)
+29.31%
Peer Avg (YTD)
+20.14%
vs Peers
+9.17%

LZOEX Mutual Fund Performance

LZOEX performance across multiple time periods: 1-month 3.13%, YTD 29.31%, 1-year 47.22%, 3-year 28.43%, 5-year 14.40%, 10-year 10.02%.

LZOEX returns outperform the peer average of 20.14% 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.