LMASX Mutual Fund

LMASX Mutual Fund

NAV$36.18
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Returns Overview

1 Month
+2.31%
3 Months
-5.91%
6 Months
-2.26%
YTD
+7.21%
1 Year
+11.96%
3 Years (annualized)
+12.63%
5 Years (annualized)
+2.00%
10 Years (annualized)
+7.08%

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)
+7.21%
Peer Avg (YTD)
+12.21%
vs Peers
-5.00%

LMASX Mutual Fund Performance

LMASX performance across multiple time periods: 1-month 2.31%, YTD 7.21%, 1-year 11.96%, 3-year 12.63%, 5-year 2.00%, 10-year 7.08%.

LMASX returns trail the peer average of 12.21% 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.