LAMRX Mutual Fund

LAMRX Mutual Fund

NAV$26.29
See how much of LAMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
+2.53%
6 Months
+5.73%
YTD
+7.25%
1 Year
+15.95%
3 Years (annualized)
+16.99%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.37%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+9.41%
vs Peers
-2.16%

LAMRX Mutual Fund Performance

LAMRX performance across multiple time periods: 1-month -0.04%, YTD 7.25%, 1-year 15.95%, 3-year 16.99%, 5-year 10.79%, 10-year 12.37%.

LAMRX returns trail the peer average of 9.41% 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.