LMPMX Mutual Fund

LMPMX Mutual Fund

NAV$37.76
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Returns Overview

1 Month
-7.29%
3 Months
+0.64%
6 Months
+5.10%
YTD
+11.38%
1 Year
+17.07%
3 Years (annualized)
+7.51%
5 Years (annualized)
-0.18%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPMX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+15.31%
vs Peers
-3.93%

LMPMX Mutual Fund Performance

LMPMX performance across multiple time periods: 1-month -7.29%, YTD 11.38%, 1-year 17.07%, 3-year 7.51%, 5-year -0.18%, 10-year 10.51%.

LMPMX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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