LZFOX Mutual Fund

NAV$7.13

Returns Overview

1 Month
+7.06%
3 Months
+4.70%
6 Months
+0.28%
YTD
-0.42%
1 Year
-21.11%
3 Years (annualized)
-4.52%
5 Years (annualized)
-0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZFOX 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 World Index(MDWO)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+10.82%
vs Peers
-11.23%

LZFOX Mutual Fund Performance

LZFOX performance across multiple time periods: 1-month 7.06%, YTD -0.42%, 1-year -21.11%, 3-year -4.52%, 5-year -0.06%.

LZFOX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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