LMGYX Mutual Fund

LMGYX Mutual Fund

NAV$36.06
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Returns Overview

1 Month
-12.26%
3 Months
-2.08%
6 Months
+5.89%
YTD
+6.87%
1 Year
+7.82%
3 Years (annualized)
+15.68%
5 Years (annualized)
+3.27%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGYX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+9.54%
vs Peers
-2.67%

LMGYX Mutual Fund Performance

LMGYX performance across multiple time periods: 1-month -12.26%, YTD 6.87%, 1-year 7.82%, 3-year 15.68%, 5-year 3.27%, 10-year 10.99%.

LMGYX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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