LZISX Mutual Fund

NAV$12.46

Returns Overview

1 Month
-8.18%
3 Months
-1.74%
6 Months
+4.97%
YTD
+15.37%
1 Year
+39.25%
3 Years (annualized)
+21.10%
5 Years (annualized)
+7.72%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZISX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+15.37%
Peer Avg (YTD)
+11.18%
vs Peers
+4.19%

LZISX Mutual Fund Performance

LZISX performance across multiple time periods: 1-month -8.18%, YTD 15.37%, 1-year 39.25%, 3-year 21.10%, 5-year 7.72%, 10-year 9.33%.

LZISX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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