LZSCX Mutual Fund

LZSCX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-6.03%
3 Months
-12.53%
6 Months
+8.04%
YTD
+6.76%
1 Year
+12.59%
3 Years (annualized)
+11.50%
5 Years (annualized)
+4.73%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSCX 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)
+6.76%
Peer Avg (YTD)
+10.34%
vs Peers
-3.58%

LZSCX Mutual Fund Performance

LZSCX performance across multiple time periods: 1-month -6.03%, YTD 6.76%, 1-year 12.59%, 3-year 11.50%, 5-year 4.73%, 10-year 8.22%.

LZSCX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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