LMPLX Mutual Fund

LMPLX Mutual Fund

NAV$52.28
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Returns Overview

1 Month
-5.53%
3 Months
-0.36%
6 Months
+0.82%
YTD
+0.80%
1 Year
-3.17%
3 Years (annualized)
+17.05%
5 Years (annualized)
+6.18%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPLX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+5.14%
vs Peers
-4.34%

LMPLX Mutual Fund Performance

LMPLX performance across multiple time periods: 1-month -5.53%, YTD 0.80%, 1-year -3.17%, 3-year 17.05%, 5-year 6.18%, 10-year 13.38%.

LMPLX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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