LZEMX Mutual Fund

NAV$30.51

Returns Overview

1 Month
+1.77%
3 Months
+4.99%
6 Months
+12.87%
YTD
+21.36%
1 Year
+43.78%
3 Years (annualized)
+26.22%
5 Years (annualized)
+13.03%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZEMX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.36%
Peer Avg (YTD)
+23.08%
vs Peers
-1.72%

LZEMX Mutual Fund Performance

LZEMX performance across multiple time periods: 1-month 1.77%, YTD 21.36%, 1-year 43.78%, 3-year 26.22%, 5-year 13.03%, 10-year 10.34%.

LZEMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

LZEMX performance comparison shows side-by-side returns with another fund. LZEMX alternatives are available in the Mutual Fund Screener.