LMNVX Mutual Fund

LMNVX Mutual Fund

NAV$146.57
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Returns Overview

1 Month
-3.84%
3 Months
-0.11%
6 Months
+10.32%
YTD
+11.68%
1 Year
+15.22%
3 Years (annualized)
+16.51%
5 Years (annualized)
+11.37%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMNVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.68%
Peer Avg (YTD)
+10.00%
vs Peers
+1.68%

LMNVX Mutual Fund Performance

LMNVX performance across multiple time periods: 1-month -3.84%, YTD 11.68%, 1-year 15.22%, 3-year 16.51%, 5-year 11.37%, 10-year 11.93%.

LMNVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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