LMGAX Mutual Fund

NAV$29.86
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Returns Overview

1 Month
+4.58%
3 Months
+25.68%
6 Months
+21.67%
YTD
+20.10%
1 Year
+34.52%
3 Years (annualized)
+24.18%
5 Years (annualized)
+11.03%
10 Years (annualized)
+16.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+20.10%
Peer Avg (YTD)
+10.82%
vs Peers
+9.28%

LMGAX Mutual Fund Performance

LMGAX performance across multiple time periods: 1-month 4.58%, YTD 20.10%, 1-year 34.52%, 3-year 24.18%, 5-year 11.03%, 10-year 16.59%.

LMGAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

LMGAX performance comparison shows side-by-side returns with another fund. LMGAX alternatives are available in the Mutual Fund Screener.