LMPRX Mutual Fund

LMPRX Mutual Fund

NAV$83.11
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Returns Overview

1 Month
+4.22%
3 Months
+1.19%
6 Months
+3.82%
YTD
+3.58%
1 Year
+5.21%
3 Years (annualized)
+13.02%
5 Years (annualized)
+2.82%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPRX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+11.21%
vs Peers
-7.63%

LMPRX Mutual Fund Performance

LMPRX performance across multiple time periods: 1-month 4.22%, YTD 3.58%, 1-year 5.21%, 3-year 13.02%, 5-year 2.82%, 10-year 7.42%.

LMPRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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