LMPEX Mutual Fund

LMPEX Mutual Fund

NAV$31.63
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Returns Overview

1 Month
-1.72%
3 Months
+0.64%
6 Months
+6.98%
YTD
+11.54%
1 Year
+14.51%
3 Years (annualized)
+24.88%
5 Years (annualized)
+13.26%
10 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index NR CAD(MWDNRC)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+8.05%
vs Peers
+3.48%

LMPEX Mutual Fund Performance

LMPEX performance across multiple time periods: 1-month -1.72%, YTD 11.54%, 1-year 14.51%, 3-year 24.88%, 5-year 13.26%, 10-year 13.63%.

LMPEX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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