LMASX Mutual Fund

NAV$38.68

Returns Overview

1 Month
+5.46%
3 Months
+15.64%
6 Months
+16.55%
YTD
+15.53%
1 Year
+29.80%
3 Years (annualized)
+11.31%
5 Years (annualized)
+6.78%
10 Years (annualized)
+10.07%

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
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)
+15.53%
Peer Avg (YTD)
+18.52%
vs Peers
-2.99%

LMASX Mutual Fund Performance

LMASX performance across multiple time periods: 1-month 5.46%, YTD 15.53%, 1-year 29.80%, 3-year 11.31%, 5-year 6.78%, 10-year 10.07%.

LMASX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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