LEZKX Mutual Fund

LEZKX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
-1.68%
3 Months
+0.51%
6 Months
+14.75%
YTD
+12.04%
1 Year
+16.29%
3 Years (annualized)
+19.57%
5 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEZKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+12.04%
Peer Avg (YTD)
+7.09%
vs Peers
+4.95%

LEZKX Mutual Fund Performance

LEZKX performance across multiple time periods: 1-month -1.68%, YTD 12.04%, 1-year 16.29%, 3-year 19.57%, 5-year 10.29%.

LEZKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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