LMCLX Mutual Fund

LMCLX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
+7.03%
3 Months
+2.51%
6 Months
+10.40%
YTD
+12.58%
1 Year
+18.76%
3 Years (annualized)
+18.85%
5 Years (annualized)
+7.29%
10 Years (annualized)
+9.52%

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
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📉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)
+12.58%
Peer Avg (YTD)
+6.57%
vs Peers
+6.01%

LMCLX Mutual Fund Performance

LMCLX performance across multiple time periods: 1-month 7.03%, YTD 12.58%, 1-year 18.76%, 3-year 18.85%, 5-year 7.29%, 10-year 9.52%.

LMCLX returns outperform the peer average of 6.57% 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.