LMBAX Mutual Fund

LMBAX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+0.81%
3 Months
-1.08%
6 Months
+4.62%
YTD
+16.35%
1 Year
+19.07%
3 Years (annualized)
+23.51%
5 Years (annualized)
+9.14%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMBAX 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)
+16.35%
Peer Avg (YTD)
+12.21%
vs Peers
+4.15%

LMBAX Mutual Fund Performance

LMBAX performance across multiple time periods: 1-month 0.81%, YTD 16.35%, 1-year 19.07%, 3-year 23.51%, 5-year 9.14%, 10-year 11.08%.

LMBAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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