LMNSX Mutual Fund

LMNSX Mutual Fund

NAV$74.30
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Returns Overview

1 Month
-1.15%
3 Months
+2.98%
6 Months
+7.40%
YTD
+14.28%
1 Year
+14.73%
3 Years (annualized)
+10.69%
5 Years (annualized)
+4.44%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMNSX 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
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📉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 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.28%
Peer Avg (YTD)
+15.20%
vs Peers
-0.92%

LMNSX Mutual Fund Performance

LMNSX performance across multiple time periods: 1-month -1.15%, YTD 14.28%, 1-year 14.73%, 3-year 10.69%, 5-year 4.44%, 10-year 8.39%.

LMNSX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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