LMARX Mutual Fund

LMARX Mutual Fund

NAV$67.59
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Returns Overview

1 Month
+2.32%
3 Months
-5.81%
6 Months
-2.08%
YTD
+7.56%
1 Year
+12.41%
3 Years (annualized)
+13.08%
5 Years (annualized)
+2.40%
10 Years (annualized)
+7.51%

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)
+7.56%
Peer Avg (YTD)
+12.21%
vs Peers
-4.65%

LMARX Mutual Fund Performance

LMARX performance across multiple time periods: 1-month 2.32%, YTD 7.56%, 1-year 12.41%, 3-year 13.08%, 5-year 2.40%, 10-year 7.51%.

LMARX returns trail the peer average of 12.21% 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.