LMAQX Mutual Fund

LMAQX Mutual Fund

NAV$8.25
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Returns Overview

3 Months
-3.49%
6 Months
-1.78%
YTD
-1.78%
1 Year
+0.46%
3 Years (annualized)
+0.30%
5 Years (annualized)
+2.61%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMAQX 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)
-1.78%
Peer Avg (YTD)
+2.99%
vs Peers
-4.76%

LMAQX Mutual Fund Performance

LMAQX performance across multiple time periods: YTD -1.78%, 1-year 0.46%, 3-year 0.30%, 5-year 2.61%, 10-year 0.90%.

LMAQX returns trail the peer average of 2.99% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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