LMGEX Mutual Fund

NAV$23.04

Returns Overview

1 Month
+1.50%
3 Months
+8.49%
6 Months
+9.23%
YTD
+8.07%
1 Year
+18.65%
3 Years (annualized)
+16.61%
5 Years (annualized)
+9.40%
10 Years (annualized)
+8.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+9.13%
vs Peers
-1.06%

LMGEX Mutual Fund Performance

LMGEX performance across multiple time periods: 1-month 1.50%, YTD 8.07%, 1-year 18.65%, 3-year 16.61%, 5-year 9.40%, 10-year 8.64%.

LMGEX returns trail the peer average of 9.13% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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