LMOPX Mutual Fund

LMOPX Mutual Fund

NAV$50.20
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Returns Overview

1 Month
+2.07%
3 Months
+5.75%
6 Months
+9.29%
YTD
+11.92%
1 Year
+28.65%
3 Years (annualized)
+22.13%
5 Years (annualized)
+5.61%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOPX 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)
+11.92%
Peer Avg (YTD)
+9.54%
vs Peers
+2.38%

LMOPX Mutual Fund Performance

LMOPX performance across multiple time periods: 1-month 2.07%, YTD 11.92%, 1-year 28.65%, 3-year 22.13%, 5-year 5.61%, 10-year 13.20%.

LMOPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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