LMSAX Mutual Fund

LMSAX Mutual Fund

NAV$41.84
See how much of LMSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.36%
3 Months
-5.73%
6 Months
-1.88%
YTD
+7.90%
1 Year
+12.83%
3 Years (annualized)
+13.49%
5 Years (annualized)
+2.78%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMSAX 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 Index(^RUT)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+12.21%
vs Peers
-4.31%

LMSAX Mutual Fund Performance

LMSAX performance across multiple time periods: 1-month 2.36%, YTD 7.90%, 1-year 12.83%, 3-year 13.49%, 5-year 2.78%, 10-year 7.89%.

LMSAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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