LMCCX Mutual Fund

LMCCX Mutual Fund

NAV$34.09
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Returns Overview

1 Month
-1.23%
3 Months
+1.78%
6 Months
+8.57%
YTD
+11.55%
1 Year
+18.87%
3 Years (annualized)
+12.41%
5 Years (annualized)
+8.76%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCCX 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 MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+9.54%
vs Peers
+2.01%

LMCCX Mutual Fund Performance

LMCCX performance across multiple time periods: 1-month -1.23%, YTD 11.55%, 1-year 18.87%, 3-year 12.41%, 5-year 8.76%, 10-year 7.95%.

LMCCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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