LMSIX Mutual Fund

NAV$18.96

Returns Overview

1 Month
+5.55%
3 Months
+20.19%
6 Months
+21.27%
YTD
+20.12%
1 Year
+50.34%
3 Years (annualized)
+24.01%
5 Years (annualized)
+15.39%
10 Years (annualized)
+14.87%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.12%
Peer Avg (YTD)
+18.52%
vs Peers
+1.59%

LMSIX Mutual Fund Performance

LMSIX performance across multiple time periods: 1-month 5.55%, YTD 20.12%, 1-year 50.34%, 3-year 24.01%, 5-year 15.39%, 10-year 14.87%.

LMSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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