LMSAX Mutual Fund

NAV$44.34

Returns Overview

1 Month
+5.54%
3 Months
+15.85%
6 Months
+16.99%
YTD
+15.98%
1 Year
+30.81%
3 Years (annualized)
+11.49%
5 Years (annualized)
+6.98%
10 Years (annualized)
+12.36%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.98%
Peer Avg (YTD)
+18.52%
vs Peers
-2.55%

LMSAX Mutual Fund Performance

LMSAX performance across multiple time periods: 1-month 5.54%, YTD 15.98%, 1-year 30.81%, 3-year 11.49%, 5-year 6.98%, 10-year 12.36%.

LMSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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