LMAPX Mutual Fund

NAV$8.28

Returns Overview

1 Month
-0.12%
3 Months
-2.64%
6 Months
-0.61%
YTD
-0.68%
1 Year
+1.89%
3 Years (annualized)
+1.26%
5 Years (annualized)
+3.49%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMAPX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+2.99%
vs Peers
-3.67%

LMAPX Mutual Fund Performance

LMAPX performance across multiple time periods: 1-month -0.12%, YTD -0.68%, 1-year 1.89%, 3-year 1.26%, 5-year 3.49%, 10-year 1.69%.

LMAPX 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.

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