LMNVX Mutual Fund

LMNVX Mutual Fund

NAV$143.32
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Returns Overview

1 Month
+2.08%
3 Months
+3.88%
6 Months
+8.65%
YTD
+14.12%
1 Year
+24.20%
3 Years (annualized)
+14.77%
5 Years (annualized)
+11.68%
10 Years (annualized)
+12.31%

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)
+14.12%
Peer Avg (YTD)
+11.41%
vs Peers
+2.71%

LMNVX Mutual Fund Performance

LMNVX performance across multiple time periods: 1-month 2.08%, YTD 14.12%, 1-year 24.20%, 3-year 14.77%, 5-year 11.68%, 10-year 12.31%.

LMNVX returns outperform the peer average of 11.41% 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.