LMPIX Mutual Fund

LMPIX Mutual Fund

NAV$37.92
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Returns Overview

1 Month
+2.20%
3 Months
+2.12%
6 Months
+4.44%
YTD
+6.39%
1 Year
+11.77%
3 Years (annualized)
+15.63%
5 Years (annualized)
+10.61%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPIX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+8.62%
vs Peers
-2.23%

LMPIX Mutual Fund Performance

LMPIX performance across multiple time periods: 1-month 2.20%, YTD 6.39%, 1-year 11.77%, 3-year 15.63%, 5-year 10.61%, 10-year 13.03%.

LMPIX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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