LMAOX Mutual Fund

LMAOX Mutual Fund

NAV$8.30
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Returns Overview

3 Months
-3.59%
6 Months
-1.60%
YTD
-1.65%
1 Year
+0.67%
3 Years (annualized)
+0.85%
5 Years (annualized)
+3.23%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMAOX 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
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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%

LMAOX Mutual Fund Performance

LMAOX performance across multiple time periods: YTD -1.65%, 1-year 0.67%, 3-year 0.85%, 5-year 3.23%, 10-year 1.54%.

LMAOX returns trail the peer average of 2.99% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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