LMSFX Mutual Fund

LMSFX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-0.34%
3 Months
-1.11%
6 Months
-1.67%
YTD
-0.22%
1 Year
+5.23%
3 Years (annualized)
+2.54%
5 Years (annualized)
-0.50%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMSFX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+0.15%
vs Peers
-0.37%

LMSFX Mutual Fund Performance

LMSFX performance across multiple time periods: 1-month -0.34%, YTD -0.22%, 1-year 5.23%, 3-year 2.54%, 5-year -0.50%, 10-year 1.28%.

LMSFX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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