LMHIX Mutual Fund

LMHIX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
-1.89%
3 Months
-0.00%
6 Months
+0.58%
YTD
+1.40%
1 Year
+7.45%
3 Years (annualized)
+4.09%
5 Years (annualized)
+0.93%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMHIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+0.23%
vs Peers
+1.16%

LMHIX Mutual Fund Performance

LMHIX performance across multiple time periods: 1-month -1.89%, YTD 1.40%, 1-year 7.45%, 3-year 4.09%, 5-year 0.93%, 10-year 2.43%.

LMHIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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