LMBAX Mutual Fund

LMBAX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
-1.90%
3 Months
+5.76%
6 Months
+13.51%
YTD
+18.73%
1 Year
+36.38%
3 Years (annualized)
+18.31%
5 Years (annualized)
+10.57%
10 Years (annualized)
+10.89%

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)
+18.73%
Peer Avg (YTD)
+15.31%
vs Peers
+3.42%

LMBAX Mutual Fund Performance

LMBAX performance across multiple time periods: 1-month -1.90%, YTD 18.73%, 1-year 36.38%, 3-year 18.31%, 5-year 10.57%, 10-year 10.89%.

LMBAX returns outperform the peer average of 15.31% 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.