LMASX Mutual Fund

LMASX Mutual Fund

NAV$37.60
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Returns Overview

1 Month
-1.37%
3 Months
+3.87%
6 Months
+10.89%
YTD
+14.95%
1 Year
+23.83%
3 Years (annualized)
+8.76%
5 Years (annualized)
+3.89%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMASX 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)
+14.95%
Peer Avg (YTD)
+15.31%
vs Peers
-0.36%

LMASX Mutual Fund Performance

LMASX performance across multiple time periods: 1-month -1.37%, YTD 14.95%, 1-year 23.83%, 3-year 8.76%, 5-year 3.89%, 10-year 7.59%.

LMASX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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