LMCPX Mutual Fund

NAV$36.38

Returns Overview

1 Month
+3.13%
3 Months
+13.48%
6 Months
+13.73%
YTD
+13.23%
1 Year
+22.89%
3 Years (annualized)
+14.98%
5 Years (annualized)
+9.53%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+13.23%
Peer Avg (YTD)
+10.82%
vs Peers
+2.42%

LMCPX Mutual Fund Performance

LMCPX performance across multiple time periods: 1-month 3.13%, YTD 13.23%, 1-year 22.89%, 3-year 14.98%, 5-year 9.53%, 10-year 8.98%.

LMCPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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