LZFOX Mutual Fund

LZFOX Mutual Fund

NAV$7.39
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Returns Overview

1 Month
-11.93%
3 Months
+5.66%
6 Months
+7.42%
YTD
-0.98%
1 Year
-7.99%
3 Years (annualized)
+1.52%
5 Years (annualized)
+3.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZFOX 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 World Index(MDWO)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+6.72%
vs Peers
-7.70%

LZFOX Mutual Fund Performance

LZFOX performance across multiple time periods: 1-month -11.93%, YTD -0.98%, 1-year -7.99%, 3-year 1.52%, 5-year 3.54%.

LZFOX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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