LMARX Mutual Fund

LMARX Mutual Fund

NAV$70.56
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Returns Overview

1 Month
-1.35%
3 Months
+3.97%
6 Months
+11.10%
YTD
+14.19%
1 Year
+24.33%
3 Years (annualized)
+9.59%
5 Years (annualized)
+4.30%
10 Years (annualized)
+8.02%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+15.31%
vs Peers
-1.12%

LMARX Mutual Fund Performance

LMARX performance across multiple time periods: 1-month -1.35%, YTD 14.19%, 1-year 24.33%, 3-year 9.59%, 5-year 4.30%, 10-year 8.02%.

LMARX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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