LMGTX Mutual Fund

LMGTX Mutual Fund

NAV$63.46
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Returns Overview

1 Month
+1.86%
3 Months
+11.37%
6 Months
+6.57%
YTD
+5.19%
1 Year
+11.47%
3 Years (annualized)
+11.85%
5 Years (annualized)
+4.60%
10 Years (annualized)
+9.80%

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)
+5.19%
Peer Avg (YTD)
+8.97%
vs Peers
-3.78%

LMGTX Mutual Fund Performance

LMGTX performance across multiple time periods: 1-month 1.86%, YTD 5.19%, 1-year 11.47%, 3-year 11.85%, 5-year 4.60%, 10-year 9.80%.

LMGTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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