LMESX Mutual Fund

LMESX Mutual Fund

NAV$36.60
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Returns Overview

1 Month
+2.24%
3 Months
+2.24%
6 Months
+4.67%
YTD
+6.67%
1 Year
+12.28%
3 Years (annualized)
+16.17%
5 Years (annualized)
+11.09%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMESX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+8.62%
vs Peers
-1.95%

LMESX Mutual Fund Performance

LMESX performance across multiple time periods: 1-month 2.24%, YTD 6.67%, 1-year 12.28%, 3-year 16.17%, 5-year 11.09%, 10-year 13.51%.

LMESX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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