LMPSX Mutual Fund

LMPSX Mutual Fund

NAV$33.24
See how much of LMPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.98%
3 Months
-10.59%
6 Months
+8.72%
YTD
+5.73%
1 Year
+4.50%
3 Years (annualized)
+12.14%
5 Years (annualized)
+2.72%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPSX 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)
+5.73%
Peer Avg (YTD)
+10.34%
vs Peers
-4.61%

LMPSX Mutual Fund Performance

LMPSX performance across multiple time periods: 1-month -3.98%, YTD 5.73%, 1-year 4.50%, 3-year 12.14%, 5-year 2.72%, 10-year 15.30%.

LMPSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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