LZCOX Mutual Fund

LZCOX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-6.08%
3 Months
-13.02%
6 Months
+7.34%
YTD
+6.08%
1 Year
+13.15%
3 Years (annualized)
+21.38%
5 Years (annualized)
+14.47%
10 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZCOX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+10.34%
vs Peers
-4.26%

LZCOX Mutual Fund Performance

LZCOX performance across multiple time periods: 1-month -6.08%, YTD 6.08%, 1-year 13.15%, 3-year 21.38%, 5-year 14.47%, 10-year 16.56%.

LZCOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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