LMOIX Mutual Fund

LMOIX Mutual Fund

NAV$42.06
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Returns Overview

1 Month
-7.30%
3 Months
+0.70%
6 Months
+5.17%
YTD
+11.47%
1 Year
+17.22%
3 Years (annualized)
+7.82%
5 Years (annualized)
+0.03%
10 Years (annualized)
+10.74%

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)
+11.47%
Peer Avg (YTD)
+15.31%
vs Peers
-3.84%

LMOIX Mutual Fund Performance

LMOIX performance across multiple time periods: 1-month -7.30%, YTD 11.47%, 1-year 17.22%, 3-year 7.82%, 5-year 0.03%, 10-year 10.74%.

LMOIX returns trail the peer average of 15.31% 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.