LMPEX Mutual Fund

NAV$32.19

Returns Overview

1 Month
+0.07%
3 Months
+12.19%
6 Months
+9.67%
YTD
+9.12%
1 Year
+23.69%
3 Years (annualized)
+22.62%
5 Years (annualized)
+13.50%
10 Years (annualized)
+13.88%

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
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
MSCI World Index NR CAD(MWDNRC)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+9.13%
vs Peers
-0.01%

LMPEX Mutual Fund Performance

LMPEX performance across multiple time periods: 1-month 0.07%, YTD 9.12%, 1-year 23.69%, 3-year 22.62%, 5-year 13.50%, 10-year 13.88%.

LMPEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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