LZSMX Mutual Fund

NAV$12.48

Returns Overview

1 Month
-8.24%
3 Months
-1.81%
6 Months
+4.79%
YTD
+15.13%
1 Year
+38.93%
3 Years (annualized)
+20.79%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSMX 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
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📉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

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)
+15.13%
Peer Avg (YTD)
+11.18%
vs Peers
+3.95%

LZSMX Mutual Fund Performance

LZSMX performance across multiple time periods: 1-month -8.24%, YTD 15.13%, 1-year 38.93%, 3-year 20.79%, 5-year 7.45%, 10-year 9.05%.

LZSMX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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