LMPEX Mutual Fund

LMPEX Mutual Fund

NAV$32.35
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Returns Overview

1 Month
+1.56%
3 Months
+6.30%
6 Months
+8.82%
YTD
+10.83%
1 Year
+24.49%
3 Years (annualized)
+21.80%
5 Years (annualized)
+13.74%
10 Years (annualized)
+13.54%

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)
+10.83%
Peer Avg (YTD)
+9.42%
vs Peers
+1.40%

LMPEX Mutual Fund Performance

LMPEX performance across multiple time periods: 1-month 1.56%, YTD 10.83%, 1-year 24.49%, 3-year 21.80%, 5-year 13.74%, 10-year 13.54%.

LMPEX returns outperform the peer average of 9.42% 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.