LMIIX Mutual Fund

LMIIX Mutual Fund

NAV$8.08
See how much of LMIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.56%
3 Months
-0.86%
6 Months
-0.84%
YTD
+0.00%
1 Year
+0.37%
3 Years (annualized)
+4.24%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.00%
Peer Avg (YTD)
-0.87%
vs Peers
+0.87%

LMIIX Mutual Fund Performance

LMIIX performance across multiple time periods: 1-month 2.56%, YTD 0.00%, 1-year 0.37%, 3-year 4.24%, 5-year 0.65%, 10-year 1.58%.

LMIIX returns outperform the peer average of -0.87% 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.