LMCUX Mutual Fund

LMCUX Mutual Fund

NAV$13.69
See how much of LMCUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.12%
3 Months
-1.94%
6 Months
-2.05%
YTD
-1.14%
1 Year
-0.87%
3 Years (annualized)
+4.51%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCUX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
-0.12%
vs Peers
-1.02%

LMCUX Mutual Fund Performance

LMCUX performance across multiple time periods: 1-month 3.12%, YTD -1.14%, 1-year -0.87%, 3-year 4.51%, 5-year 0.20%, 10-year 1.54%.

LMCUX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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