LMOPX Mutual Fund

NAV$41.01

Returns Overview

1 Month
+2.41%
3 Months
+5.76%
6 Months
+17.72%
YTD
+1.02%
1 Year
+23.61%
3 Years
+22.90%
5 Years
+4.82%
10 Years
+13.04%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+1.79%
vs Peers
-0.78%

LMOPX Mutual Fund Performance

LMOPX performance across multiple time periods: 1-month 2.41%, YTD 1.02%, 1-year 23.61%, 3-year 22.90%, 5-year 4.82%, 10-year 13.04%.

LMOPX returns trail the peer average of 1.79% YTD. With an expense ratio of 2.52%, investors should weigh costs against performance when evaluating this mutual fund.

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