LMRIX Mutual Fund

NAV$28.72

Returns Overview

1 Month
+6.13%
3 Months
+7.52%
6 Months
+0.63%
YTD
+0.90%
1 Year
+1.25%
3 Years (annualized)
+15.22%
5 Years (annualized)
+4.48%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+8.61%
vs Peers
-7.71%

LMRIX Mutual Fund Performance

LMRIX performance across multiple time periods: 1-month 6.13%, YTD 0.90%, 1-year 1.25%, 3-year 15.22%, 5-year 4.48%, 10-year 9.51%.

LMRIX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

LMRIX performance comparison shows side-by-side returns with another fund. LMRIX alternatives are available in the Mutual Fund Screener.