LMRIX Mutual Fund

LMRIX Mutual Fund

NAV$28.66
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Returns Overview

1 Month
+5.26%
3 Months
+8.59%
6 Months
+6.68%
YTD
+6.20%
1 Year
+8.93%
3 Years (annualized)
+14.07%
5 Years (annualized)
+5.83%
10 Years (annualized)
+9.72%

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
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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)
+6.20%
Peer Avg (YTD)
+10.67%
vs Peers
-4.47%

LMRIX Mutual Fund Performance

LMRIX performance across multiple time periods: 1-month 5.26%, YTD 6.20%, 1-year 8.93%, 3-year 14.07%, 5-year 5.83%, 10-year 9.72%.

LMRIX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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