LMRNX Mutual Fund

LMRNX Mutual Fund

NAV$35.66
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Returns Overview

1 Month
+1.42%
3 Months
+1.31%
6 Months
+6.09%
YTD
+5.35%
1 Year
+8.90%
3 Years (annualized)
+12.56%
5 Years (annualized)
+5.93%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMRNX 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)
+5.35%
Peer Avg (YTD)
+6.28%
vs Peers
-0.94%

LMRNX Mutual Fund Performance

LMRNX performance across multiple time periods: 1-month 1.42%, YTD 5.35%, 1-year 8.90%, 3-year 12.56%, 5-year 5.93%, 10-year 10.40%.

LMRNX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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