LMISX Mutual Fund

LMISX Mutual Fund

NAV$31.21
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Returns Overview

1 Month
+3.19%
3 Months
+4.17%
6 Months
+14.68%
YTD
+14.85%
1 Year
+24.49%
3 Years (annualized)
+23.18%
5 Years (annualized)
+13.03%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMISX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.85%
Peer Avg (YTD)
+11.21%
vs Peers
+3.63%

LMISX Mutual Fund Performance

LMISX performance across multiple time periods: 1-month 3.19%, YTD 14.85%, 1-year 24.49%, 3-year 23.18%, 5-year 13.03%, 10-year 15.13%.

LMISX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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