LZUOX Mutual Fund

NAV$18.78

Returns Overview

1 Month
-0.22%
3 Months
+11.71%
6 Months
+5.84%
YTD
+5.72%
1 Year
+15.58%
3 Years (annualized)
+13.62%
5 Years (annualized)
+8.12%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZUOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+9.51%
vs Peers
-3.79%

LZUOX Mutual Fund Performance

LZUOX performance across multiple time periods: 1-month -0.22%, YTD 5.72%, 1-year 15.58%, 3-year 13.62%, 5-year 8.12%, 10-year 13.04%.

LZUOX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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