LMSAX Mutual Fund

LMSAX Mutual Fund

NAV$43.74
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Returns Overview

1 Month
-1.31%
3 Months
+4.08%
6 Months
+11.33%
YTD
+14.45%
1 Year
+24.81%
3 Years (annualized)
+9.61%
5 Years (annualized)
+4.69%
10 Years (annualized)
+8.41%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.45%
Peer Avg (YTD)
+15.31%
vs Peers
-0.86%

LMSAX Mutual Fund Performance

LMSAX performance across multiple time periods: 1-month -1.31%, YTD 14.45%, 1-year 24.81%, 3-year 9.61%, 5-year 4.69%, 10-year 8.41%.

LMSAX returns trail the peer average of 15.31% 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.