LAMTX Mutual Fund

LAMTX Mutual Fund

NAV$27.63
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Returns Overview

1 Month
+0.95%
3 Months
+2.16%
6 Months
+5.29%
YTD
+8.59%
1 Year
+15.57%
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)
+8.59%
Peer Avg (YTD)
+11.21%
vs Peers
-2.62%

LAMTX Mutual Fund Performance

LAMTX performance across multiple time periods: 1-month 0.95%, YTD 8.59%, 1-year 15.57%, 3-year 17.83%, 5-year 10.75%, 10-year 13.03%.

LAMTX returns trail the peer average of 11.21% 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.