LMOPX Mutual Fund

LMOPX Mutual Fund

NAV$48.71
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Returns Overview

1 Month
+3.81%
3 Months
+7.08%
6 Months
+16.93%
YTD
+16.19%
1 Year
+24.31%
3 Years (annualized)
+27.15%
5 Years (annualized)
+7.36%
10 Years (annualized)
+12.79%

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)
+16.19%
Peer Avg (YTD)
+9.89%
vs Peers
+6.30%

LMOPX Mutual Fund Performance

LMOPX performance across multiple time periods: 1-month 3.81%, YTD 16.19%, 1-year 24.31%, 3-year 27.15%, 5-year 7.36%, 10-year 12.79%.

LMOPX returns outperform the peer average of 9.89% 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.