LMPPX Mutual Fund

LMPPX Mutual Fund

NAV$37.28
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Returns Overview

1 Month
+1.08%
3 Months
+0.97%
6 Months
+3.03%
YTD
+7.28%
1 Year
+7.34%
3 Years (annualized)
+18.00%
5 Years (annualized)
+9.67%
10 Years (annualized)
+13.21%

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)
+7.28%
Peer Avg (YTD)
+7.09%
vs Peers
+0.19%

LMPPX Mutual Fund Performance

LMPPX performance across multiple time periods: 1-month 1.08%, YTD 7.28%, 1-year 7.34%, 3-year 18.00%, 5-year 9.67%, 10-year 13.21%.

LMPPX returns outperform the peer average of 7.09% 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.