LMGRX Mutual Fund

NAV$70.88

Returns Overview

1 Month
+1.89%
3 Months
+11.45%
6 Months
+6.76%
YTD
+5.37%
1 Year
+11.91%
3 Years (annualized)
+12.29%
5 Years (annualized)
+4.97%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGRX 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)
+5.37%
Peer Avg (YTD)
+8.97%
vs Peers
-3.60%

LMGRX Mutual Fund Performance

LMGRX performance across multiple time periods: 1-month 1.89%, YTD 5.37%, 1-year 11.91%, 3-year 12.29%, 5-year 4.97%, 10-year 10.31%.

LMGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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