LMSFX Mutual Fund

LMSFX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-1.78%
3 Months
-0.57%
6 Months
-0.20%
YTD
+0.11%
1 Year
+6.33%
3 Years (annualized)
+2.19%
5 Years (annualized)
-0.52%
10 Years (annualized)
+1.34%

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)
+0.11%
Peer Avg (YTD)
+0.23%
vs Peers
-0.12%

LMSFX Mutual Fund Performance

LMSFX performance across multiple time periods: 1-month -1.78%, YTD 0.11%, 1-year 6.33%, 3-year 2.19%, 5-year -0.52%, 10-year 1.34%.

LMSFX returns trail the peer average of 0.23% 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.