LMIYX Mutual Fund

LMIYX Mutual Fund

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Returns Overview

1 Month
-1.09%
3 Months
-2.61%
6 Months
+18.65%
YTD
+22.40%
1 Year
+33.46%
3 Years (annualized)
+20.58%
5 Years (annualized)
+8.95%
10 Years (annualized)
+19.18%

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
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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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+22.40%
Peer Avg (YTD)
+15.20%
vs Peers
+7.20%

LMIYX Mutual Fund Performance

LMIYX performance across multiple time periods: 1-month -1.09%, YTD 22.40%, 1-year 33.46%, 3-year 20.58%, 5-year 8.95%, 10-year 19.18%.

LMIYX returns outperform the peer average of 15.20% 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.