LMCLX Mutual Fund

LMCLX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+4.85%
3 Months
+2.24%
6 Months
+4.80%
YTD
+15.10%
1 Year
+20.60%
3 Years (annualized)
+24.09%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCLX 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
ICE Bank of America Merrill Lynch High Yield Masters II Index(^IBMLHYM2)
This Mutual Fund (YTD)
+15.10%
Peer Avg (YTD)
+6.22%
vs Peers
+8.88%

LMCLX Mutual Fund Performance

LMCLX performance across multiple time periods: 1-month 4.85%, YTD 15.10%, 1-year 20.60%, 3-year 24.09%, 5-year 7.41%, 10-year 9.74%.

LMCLX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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