LMBIX Mutual Fund

LMBIX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
-0.32%
3 Months
-1.05%
6 Months
-1.58%
YTD
-0.12%
1 Year
+5.52%
3 Years (annualized)
+2.77%
5 Years (annualized)
-0.33%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMBIX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-0.12%
Peer Avg (YTD)
+0.15%
vs Peers
-0.27%

LMBIX Mutual Fund Performance

LMBIX performance across multiple time periods: 1-month -0.32%, YTD -0.12%, 1-year 5.52%, 3-year 2.77%, 5-year -0.33%, 10-year 1.72%.

LMBIX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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