LMREX Mutual Fund

LMREX Mutual Fund

NAV$32.85
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Returns Overview

1 Month
-1.11%
3 Months
+1.61%
6 Months
+3.34%
YTD
+5.20%
1 Year
+4.67%
3 Years (annualized)
+7.15%
5 Years (annualized)
+1.85%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMREX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+9.54%
vs Peers
-4.33%

LMREX Mutual Fund Performance

LMREX performance across multiple time periods: 1-month -1.11%, YTD 5.20%, 1-year 4.67%, 3-year 7.15%, 5-year 1.85%, 10-year 7.66%.

LMREX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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