LZUOX Mutual Fund

LZUOX Mutual Fund

NAV$18.55
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Returns Overview

1 Month
-1.69%
3 Months
+1.46%
6 Months
+13.34%
YTD
+7.27%
1 Year
+12.25%
3 Years (annualized)
+15.13%
5 Years (annualized)
+7.89%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZUOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+9.98%
vs Peers
-2.72%

LZUOX Mutual Fund Performance

LZUOX performance across multiple time periods: 1-month -1.69%, YTD 7.27%, 1-year 12.25%, 3-year 15.13%, 5-year 7.89%, 10-year 12.43%.

LZUOX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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