LMOFX Mutual Fund

LMOFX Mutual Fund

NAV$57.57
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Returns Overview

1 Month
+3.88%
3 Months
+7.29%
6 Months
+17.37%
YTD
+16.74%
1 Year
+25.22%
3 Years (annualized)
+28.06%
5 Years (annualized)
+5.44%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOFX 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)
+16.74%
Peer Avg (YTD)
+9.89%
vs Peers
+6.85%

LMOFX Mutual Fund Performance

LMOFX performance across multiple time periods: 1-month 3.88%, YTD 16.74%, 1-year 25.22%, 3-year 28.06%, 5-year 5.44%, 10-year 12.18%.

LMOFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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