LZEMX Mutual Fund

LZEMX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
-1.03%
3 Months
+4.61%
6 Months
+20.15%
YTD
+26.41%
1 Year
+40.99%
3 Years (annualized)
+28.76%
5 Years (annualized)
+14.68%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZEMX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.41%
Peer Avg (YTD)
+20.48%
vs Peers
+5.93%

LZEMX Mutual Fund Performance

LZEMX performance across multiple time periods: 1-month -1.03%, YTD 26.41%, 1-year 40.99%, 3-year 28.76%, 5-year 14.68%, 10-year 10.29%.

LZEMX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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