LMANX Mutual Fund

LMANX Mutual Fund

NAV$8.24
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Returns Overview

3 Months
-3.48%
6 Months
-1.52%
YTD
-1.65%
1 Year
+1.07%
3 Years (annualized)
+1.17%
5 Years (annualized)
+3.57%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMANX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.65%
Peer Avg (YTD)
+2.99%
vs Peers
-4.64%

LMANX Mutual Fund Performance

LMANX performance across multiple time periods: YTD -1.65%, 1-year 1.07%, 3-year 1.17%, 5-year 3.57%, 10-year 1.88%.

LMANX returns trail the peer average of 2.99% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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