LMGRX Mutual Fund

LMGRX Mutual Fund

NAV$67.32
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Returns Overview

1 Month
-5.39%
3 Months
-1.63%
6 Months
-1.96%
YTD
+1.01%
1 Year
+9.09%
3 Years (annualized)
+9.74%
5 Years (annualized)
+3.26%
10 Years (annualized)
+8.89%

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
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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)
+1.01%
Peer Avg (YTD)
+6.23%
vs Peers
-5.22%

LMGRX Mutual Fund Performance

LMGRX performance across multiple time periods: 1-month -5.39%, YTD 1.01%, 1-year 9.09%, 3-year 9.74%, 5-year 3.26%, 10-year 8.89%.

LMGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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