LMSIX Mutual Fund

LMSIX Mutual Fund

NAV$18.59
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Returns Overview

1 Month
-1.87%
3 Months
+5.80%
6 Months
+13.69%
YTD
+19.00%
1 Year
+36.83%
3 Years (annualized)
+18.65%
5 Years (annualized)
+10.90%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMSIX 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
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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)
+19.00%
Peer Avg (YTD)
+15.31%
vs Peers
+3.69%

LMSIX Mutual Fund Performance

LMSIX performance across multiple time periods: 1-month -1.87%, YTD 19.00%, 1-year 36.83%, 3-year 18.65%, 5-year 10.90%, 10-year 11.19%.

LMSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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