LZISX Mutual Fund

LZISX Mutual Fund

NAV$12.14
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Returns Overview

1 Month
-1.81%
3 Months
-9.51%
6 Months
+11.85%
YTD
+15.37%
1 Year
+22.28%
3 Years (annualized)
+20.50%
5 Years (annualized)
+11.40%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZISX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+15.37%
Peer Avg (YTD)
+10.69%
vs Peers
+4.68%

LZISX Mutual Fund Performance

LZISX performance across multiple time periods: 1-month -1.81%, YTD 15.37%, 1-year 22.28%, 3-year 20.50%, 5-year 11.40%, 10-year 12.42%.

LZISX returns outperform the peer average of 10.69% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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