LMIIX Mutual Fund

LMIIX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
-1.07%
3 Months
+0.02%
6 Months
+0.27%
YTD
+0.87%
1 Year
+4.67%
3 Years (annualized)
+2.98%
5 Years (annualized)
+0.54%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIIX 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 Barclays New York Municipal Intermediate Index(^BBNYMUI)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+0.23%
vs Peers
+0.64%

LMIIX Mutual Fund Performance

LMIIX performance across multiple time periods: 1-month -1.07%, YTD 0.87%, 1-year 4.67%, 3-year 2.98%, 5-year 0.54%, 10-year 1.63%.

LMIIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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