LMOIX Mutual Fund

LMOIX Mutual Fund

NAV$41.30
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Returns Overview

1 Month
+1.07%
3 Months
-2.42%
6 Months
-1.74%
YTD
+7.20%
1 Year
+4.76%
3 Years (annualized)
+14.86%
5 Years (annualized)
-1.44%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOIX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+12.21%
vs Peers
-5.01%

LMOIX Mutual Fund Performance

LMOIX performance across multiple time periods: 1-month 1.07%, YTD 7.20%, 1-year 4.76%, 3-year 14.86%, 5-year -1.44%, 10-year 10.72%.

LMOIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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