LMHIX Mutual Fund

LMHIX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+1.11%
3 Months
+3.15%
6 Months
+3.35%
YTD
+3.35%
1 Year
+8.41%
3 Years (annualized)
+4.90%
5 Years (annualized)
+1.48%
10 Years (annualized)
+2.63%

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)
+3.35%
Peer Avg (YTD)
+1.79%
vs Peers
+1.57%

LMHIX Mutual Fund Performance

LMHIX performance across multiple time periods: 1-month 1.11%, YTD 3.35%, 1-year 8.41%, 3-year 4.90%, 5-year 1.48%, 10-year 2.63%.

LMHIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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