LMOPX Mutual Fund

NAV$50.29

Returns Overview

1 Month
+1.06%
3 Months
+16.88%
6 Months
+9.65%
YTD
+8.16%
1 Year
+32.95%
3 Years (annualized)
+24.37%
5 Years (annualized)
+3.87%
10 Years (annualized)
+14.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+10.82%
vs Peers
-2.66%

LMOPX Mutual Fund Performance

LMOPX performance across multiple time periods: 1-month 1.06%, YTD 8.16%, 1-year 32.95%, 3-year 24.37%, 5-year 3.87%, 10-year 14.03%.

LMOPX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.44%, 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.