LMIYX Mutual Fund

LMIYX Mutual Fund

NAV$31.44
See how much of LMIYX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.02%
3 Months
+7.37%
6 Months
+22.49%
YTD
+23.75%
1 Year
+43.95%
3 Years (annualized)
+18.01%
5 Years (annualized)
+5.30%
10 Years (annualized)
+17.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIYX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+23.75%
Peer Avg (YTD)
+15.31%
vs Peers
+8.44%

LMIYX Mutual Fund Performance

LMIYX performance across multiple time periods: 1-month -8.02%, YTD 23.75%, 1-year 43.95%, 3-year 18.01%, 5-year 5.30%, 10-year 17.10%.

LMIYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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