LMCJX Mutual Fund

NAV$10.13

Returns Overview

1 Month
-2.40%
3 Months
+1.65%
6 Months
+5.70%
YTD
+5.12%
1 Year
+13.69%
3 Years (annualized)
+19.24%
5 Years (annualized)
+5.43%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch High Yield Masters II Index(^IBMLHYM2)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+6.73%
vs Peers
-1.60%

LMCJX Mutual Fund Performance

LMCJX performance across multiple time periods: 1-month -2.40%, YTD 5.12%, 1-year 13.69%, 3-year 19.24%, 5-year 5.43%, 10-year 9.13%.

LMCJX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

LMCJX performance comparison shows side-by-side returns with another fund. LMCJX alternatives are available in the Mutual Fund Screener.