LMBMX Mutual Fund

LMBMX Mutual Fund

NAV$18.05
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Returns Overview

1 Month
-1.90%
3 Months
+5.88%
6 Months
+13.70%
YTD
+19.01%
1 Year
+36.96%
3 Years (annualized)
+18.79%
5 Years (annualized)
+11.99%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMBMX 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)
+19.01%
Peer Avg (YTD)
+15.31%
vs Peers
+3.70%

LMBMX Mutual Fund Performance

LMBMX performance across multiple time periods: 1-month -1.90%, YTD 19.01%, 1-year 36.96%, 3-year 18.79%, 5-year 11.99%, 10-year 11.99%.

LMBMX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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