LMGTX Mutual Fund

LMGTX Mutual Fund

NAV$61.02
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Returns Overview

1 Month
-5.43%
3 Months
-1.74%
6 Months
-2.15%
YTD
+0.79%
1 Year
+8.65%
3 Years (annualized)
+9.30%
5 Years (annualized)
+2.86%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGTX 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)
+0.79%
Peer Avg (YTD)
+6.23%
vs Peers
-5.44%

LMGTX Mutual Fund Performance

LMGTX performance across multiple time periods: 1-month -5.43%, YTD 0.79%, 1-year 8.65%, 3-year 9.30%, 5-year 2.86%, 10-year 8.40%.

LMGTX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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