LAMTX Mutual Fund

LAMTX Mutual Fund

NAV$27.65
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Returns Overview

1 Month
-2.07%
3 Months
-1.14%
6 Months
+8.03%
YTD
+6.35%
1 Year
+9.58%
3 Years (annualized)
+17.83%
5 Years (annualized)
+10.75%
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
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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)
+6.35%
Peer Avg (YTD)
+9.98%
vs Peers
-3.64%

LAMTX Mutual Fund Performance

LAMTX performance across multiple time periods: 1-month -2.07%, YTD 6.35%, 1-year 9.58%, 3-year 17.83%, 5-year 10.75%, 10-year 13.03%.

LAMTX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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