LZIEX Mutual Fund

LZIEX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
-3.36%
3 Months
-1.80%
6 Months
+7.12%
YTD
+6.28%
1 Year
+10.78%
3 Years (annualized)
+18.23%
5 Years (annualized)
+8.83%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZIEX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+9.29%
vs Peers
-3.02%

LZIEX Mutual Fund Performance

LZIEX performance across multiple time periods: 1-month -3.36%, YTD 6.28%, 1-year 10.78%, 3-year 18.23%, 5-year 8.83%, 10-year 8.43%.

LZIEX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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