LZSMX Mutual Fund

LZSMX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
-8.77%
3 Months
-3.08%
6 Months
+9.10%
YTD
+18.44%
1 Year
+26.24%
3 Years (annualized)
+16.26%
5 Years (annualized)
+5.18%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSMX 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)
+18.44%
Peer Avg (YTD)
+10.05%
vs Peers
+8.39%

LZSMX Mutual Fund Performance

LZSMX performance across multiple time periods: 1-month -8.77%, YTD 18.44%, 1-year 26.24%, 3-year 16.26%, 5-year 5.18%, 10-year 7.65%.

LZSMX returns outperform the peer average of 10.05% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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