LMMRX Mutual Fund

LMMRX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
+5.44%
3 Months
+1.76%
6 Months
+5.11%
YTD
+11.14%
1 Year
+14.73%
3 Years (annualized)
+17.08%
5 Years (annualized)
+9.22%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+9.28%
vs Peers
+1.87%

LMMRX Mutual Fund Performance

LMMRX performance across multiple time periods: 1-month 5.44%, YTD 11.14%, 1-year 14.73%, 3-year 17.08%, 5-year 9.22%, 10-year 12.13%.

LMMRX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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