LMBSX Mutual Fund

LMBSX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-1.06%
3 Months
-0.27%
6 Months
+0.24%
YTD
+0.80%
1 Year
+4.59%
3 Years (annualized)
+5.15%
5 Years (annualized)
+0.28%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMBSX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+0.12%
vs Peers
+0.68%

LMBSX Mutual Fund Performance

LMBSX performance across multiple time periods: 1-month -1.06%, YTD 0.80%, 1-year 4.59%, 3-year 5.15%, 5-year 0.28%, 10-year 1.80%.

LMBSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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