LAMGX Mutual Fund

NAV$25.50

Returns Overview

1 Month
+7.01%
3 Months
+35.18%
6 Months
+35.45%
YTD
+34.35%
1 Year
+57.71%
3 Years (annualized)
+22.37%
5 Years (annualized)
+10.75%
10 Years (annualized)
+24.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+34.35%
Peer Avg (YTD)
+18.52%
vs Peers
+15.83%

LAMGX Mutual Fund Performance

LAMGX performance across multiple time periods: 1-month 7.01%, YTD 34.35%, 1-year 57.71%, 3-year 22.37%, 5-year 10.75%, 10-year 24.47%.

LAMGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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