LMORX Mutual Fund

LMORX Mutual Fund

NAV$56.05
See how much of LMORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.11%
3 Months
+5.88%
6 Months
+9.55%
YTD
+12.23%
1 Year
+29.29%
3 Years (annualized)
+22.71%
5 Years (annualized)
+6.14%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+9.54%
vs Peers
+2.69%

LMORX Mutual Fund Performance

LMORX performance across multiple time periods: 1-month 2.11%, YTD 12.23%, 1-year 29.29%, 3-year 22.71%, 5-year 6.14%, 10-year 13.73%.

LMORX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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