LMCQX Mutual Fund

LMCQX Mutual Fund

NAV$36.83
See how much of LMCQX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.20%
3 Months
+1.89%
6 Months
+8.77%
YTD
+11.82%
1 Year
+19.35%
3 Years (annualized)
+12.73%
5 Years (annualized)
+9.08%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+9.54%
vs Peers
+2.28%

LMCQX Mutual Fund Performance

LMCQX performance across multiple time periods: 1-month -1.20%, YTD 11.82%, 1-year 19.35%, 3-year 12.73%, 5-year 9.08%, 10-year 8.61%.

LMCQX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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