LMPOX Mutual Fund

LMPOX Mutual Fund

NAV$32.17
See how much of LMPOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.34%
3 Months
+0.50%
6 Months
+4.79%
YTD
+11.01%
1 Year
+16.42%
3 Years (annualized)
+7.06%
5 Years (annualized)
-0.67%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+15.31%
vs Peers
-4.30%

LMPOX Mutual Fund Performance

LMPOX performance across multiple time periods: 1-month -7.34%, YTD 11.01%, 1-year 16.42%, 3-year 7.06%, 5-year -0.67%, 10-year 9.97%.

LMPOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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