LMSIX Mutual Fund

LMSIX Mutual Fund

NAV$18.07
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Returns Overview

1 Month
+0.83%
3 Months
-1.04%
6 Months
+4.71%
YTD
+16.64%
1 Year
+19.43%
3 Years (annualized)
+23.89%
5 Years (annualized)
+9.47%
10 Years (annualized)
+11.25%

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
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🏦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)
+16.64%
Peer Avg (YTD)
+12.21%
vs Peers
+4.43%

LMSIX Mutual Fund Performance

LMSIX performance across multiple time periods: 1-month 0.83%, YTD 16.64%, 1-year 19.43%, 3-year 23.89%, 5-year 9.47%, 10-year 11.25%.

LMSIX returns outperform the peer average of 12.21% 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.