LZUSX Mutual Fund

LZUSX Mutual Fund

NAV$18.47
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Returns Overview

1 Month
-1.70%
3 Months
+3.79%
6 Months
+16.02%
YTD
+9.89%
1 Year
+15.00%
3 Years (annualized)
+15.80%
5 Years (annualized)
+8.44%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZUSX 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)
+9.89%
Peer Avg (YTD)
+9.98%
vs Peers
-0.09%

LZUSX Mutual Fund Performance

LZUSX performance across multiple time periods: 1-month -1.70%, YTD 9.89%, 1-year 15.00%, 3-year 15.80%, 5-year 8.44%, 10-year 13.28%.

LZUSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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