LMGEX Mutual Fund

LMGEX Mutual Fund

NAV$23.41
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Returns Overview

1 Month
+1.61%
3 Months
+5.33%
6 Months
+5.97%
YTD
+10.99%
1 Year
+24.02%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.54%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+9.42%
vs Peers
+1.57%

LMGEX Mutual Fund Performance

LMGEX performance across multiple time periods: 1-month 1.61%, YTD 10.99%, 1-year 24.02%, 3-year 16.15%, 5-year 9.54%, 10-year 8.37%.

LMGEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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