LMCSX Mutual Fund

LMCSX Mutual Fund

NAV$36.96
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Returns Overview

1 Month
-1.18%
3 Months
+1.97%
6 Months
+8.95%
YTD
+12.02%
1 Year
+19.77%
3 Years (annualized)
+13.28%
5 Years (annualized)
+9.10%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCSX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+9.54%
vs Peers
+2.48%

LMCSX Mutual Fund Performance

LMCSX performance across multiple time periods: 1-month -1.18%, YTD 12.02%, 1-year 19.77%, 3-year 13.28%, 5-year 9.10%, 10-year 8.53%.

LMCSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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