LZUOX Mutual Fund

LZUOX Mutual Fund

NAV$18.32
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Returns Overview

1 Month
+3.27%
3 Months
+5.71%
6 Months
+8.33%
YTD
+9.17%
1 Year
+18.61%
3 Years (annualized)
+14.37%
5 Years (annualized)
+8.37%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZUOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+9.41%
vs Peers
-0.24%

LZUOX Mutual Fund Performance

LZUOX performance across multiple time periods: 1-month 3.27%, YTD 9.17%, 1-year 18.61%, 3-year 14.37%, 5-year 8.37%, 10-year 12.56%.

LZUOX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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