LMCUX Mutual Fund

LMCUX Mutual Fund

NAV$13.85
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Returns Overview

1 Month
-1.59%
3 Months
-0.11%
6 Months
+0.16%
YTD
+0.81%
1 Year
+6.89%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.73%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+0.39%
vs Peers
+0.43%

LMCUX Mutual Fund Performance

LMCUX performance across multiple time periods: 1-month -1.59%, YTD 0.81%, 1-year 6.89%, 3-year 3.40%, 5-year 0.34%, 10-year 1.73%.

LMCUX returns outperform the peer average of 0.39% 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.