LAMTX Mutual Fund

NAV$28.06

Returns Overview

1 Month
+1.20%
3 Months
+9.28%
6 Months
+8.50%
YTD
+7.57%
1 Year
+18.73%
3 Years (annualized)
+18.22%
5 Years (annualized)
+11.82%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+9.51%
vs Peers
-1.94%

LAMTX Mutual Fund Performance

LAMTX performance across multiple time periods: 1-month 1.20%, YTD 7.57%, 1-year 18.73%, 3-year 18.22%, 5-year 11.82%, 10-year 13.03%.

LAMTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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