LMEIX Mutual Fund

LMEIX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-0.73%
3 Months
+2.59%
6 Months
+4.57%
YTD
+5.90%
1 Year
+12.97%
3 Years (annualized)
+11.50%
5 Years (annualized)
+6.14%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMEIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+5.54%
vs Peers
+0.36%

LMEIX Mutual Fund Performance

LMEIX performance across multiple time periods: 1-month -0.73%, YTD 5.90%, 1-year 12.97%, 3-year 11.50%, 5-year 6.14%, 10-year 7.40%.

LMEIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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