LMARX Mutual Fund

NAV$72.20

Returns Overview

1 Month
+5.51%
3 Months
+15.75%
6 Months
+16.77%
YTD
+15.75%
1 Year
+30.30%
3 Years (annualized)
+11.49%
5 Years (annualized)
+5.94%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMARX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+18.52%
vs Peers
-2.77%

LMARX Mutual Fund Performance

LMARX performance across multiple time periods: 1-month 5.51%, YTD 15.75%, 1-year 30.30%, 3-year 11.49%, 5-year 5.94%, 10-year 11.44%.

LMARX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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