LZSIX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+0.21%
3 Months
+4.29%
6 Months
+7.04%
YTD
+12.32%
1 Year
+21.77%
3 Years (annualized)
+13.68%
5 Years (annualized)
+6.23%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSIX 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 ACWI ex US Index
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+9.13%
vs Peers
+3.19%

LZSIX Mutual Fund Performance

LZSIX performance across multiple time periods: 1-month 0.21%, YTD 12.32%, 1-year 21.77%, 3-year 13.68%, 5-year 6.23%, 10-year 6.93%.

LZSIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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