LZSCX Mutual Fund

NAV$14.18
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+7.28%
3 Months
+23.52%
6 Months
+23.95%
YTD
+22.06%
1 Year
+31.38%
3 Years (annualized)
+18.23%
5 Years (annualized)
+9.07%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.06%
Peer Avg (YTD)
+18.52%
vs Peers
+3.54%

LZSCX Mutual Fund Performance

LZSCX performance across multiple time periods: 1-month 7.28%, YTD 22.06%, 1-year 31.38%, 3-year 18.23%, 5-year 9.07%, 10-year 11.25%.

LZSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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