LMPOX Mutual Fund

NAV$33.44

Returns Overview

1 Month
+6.91%
3 Months
+21.49%
6 Months
+19.81%
YTD
+18.08%
1 Year
+27.52%
3 Years (annualized)
+10.69%
5 Years (annualized)
+0.57%
10 Years (annualized)
+11.49%

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

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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.08%
Peer Avg (YTD)
+18.52%
vs Peers
-0.44%

LMPOX Mutual Fund Performance

LMPOX performance across multiple time periods: 1-month 6.91%, YTD 18.08%, 1-year 27.52%, 3-year 10.69%, 5-year 0.57%, 10-year 11.49%.

LMPOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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