LMPPX Mutual Fund

LMPPX Mutual Fund

NAV$37.47
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Returns Overview

1 Month
+2.18%
3 Months
+2.04%
6 Months
+4.30%
YTD
+6.25%
1 Year
+11.54%
3 Years (annualized)
+15.36%
5 Years (annualized)
+10.33%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPPX 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)
+6.25%
Peer Avg (YTD)
+8.62%
vs Peers
-2.37%

LMPPX Mutual Fund Performance

LMPPX performance across multiple time periods: 1-month 2.18%, YTD 6.25%, 1-year 11.54%, 3-year 15.36%, 5-year 10.33%, 10-year 12.64%.

LMPPX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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