LMCKX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+2.52%
3 Months
+6.73%
6 Months
+7.43%
YTD
+1.96%
1 Year
+8.62%
3 Years (annualized)
+14.71%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCKX 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

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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)
+1.96%
Peer Avg (YTD)
+0.66%
vs Peers
+1.31%

LMCKX Mutual Fund Performance

LMCKX performance across multiple time periods: 1-month 2.52%, YTD 1.96%, 1-year 8.62%, 3-year 14.71%, 5-year 8.74%, 10-year 10.05%.

LMCKX returns outperform the peer average of 0.66% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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