LAMRX Mutual Fund

LAMRX Mutual Fund

NAV$26.92
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Returns Overview

1 Month
+0.93%
3 Months
+2.04%
6 Months
+5.06%
YTD
+8.26%
1 Year
+14.99%
3 Years (annualized)
+17.26%
5 Years (annualized)
+10.21%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+11.21%
vs Peers
-2.96%

LAMRX Mutual Fund Performance

LAMRX performance across multiple time periods: 1-month 0.93%, YTD 8.26%, 1-year 14.99%, 3-year 17.26%, 5-year 10.21%, 10-year 12.13%.

LAMRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

LAMRX vs another fund shows side-by-side returns. LAMRX alternatives are available in the Mutual Fund Screener.