LMISX Mutual Fund

NAV$30.83

Returns Overview

1 Month
-0.02%
3 Months
+15.49%
6 Months
+10.54%
YTD
+10.22%
1 Year
+29.19%
3 Years (annualized)
+24.30%
5 Years (annualized)
+18.92%
10 Years (annualized)
+18.22%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+9.51%
vs Peers
+0.71%

LMISX Mutual Fund Performance

LMISX performance across multiple time periods: 1-month -0.02%, YTD 10.22%, 1-year 29.19%, 3-year 24.30%, 5-year 18.92%, 10-year 18.22%.

LMISX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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