LMSFX Mutual Fund

NAV$9.46

Returns Overview

1 Month
+1.03%
3 Months
+2.39%
6 Months
+1.93%
YTD
+1.93%
1 Year
+5.90%
3 Years (annualized)
+2.89%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.50%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+1.79%
vs Peers
+0.15%

LMSFX Mutual Fund Performance

LMSFX performance across multiple time periods: 1-month 1.03%, YTD 1.93%, 1-year 5.90%, 3-year 2.89%, 5-year -0.02%, 10-year 1.50%.

LMSFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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