LMSMX Mutual Fund

LMSMX Mutual Fund

NAV$7.57
See how much of LMSMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.13%
3 Months
-1.64%
6 Months
-3.70%
YTD
+0.30%
1 Year
+2.23%
3 Years (annualized)
+5.64%
5 Years (annualized)
-2.54%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMSMX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+2.15%
vs Peers
-1.85%

LMSMX Mutual Fund Performance

LMSMX performance across multiple time periods: 1-month -0.13%, YTD 0.30%, 1-year 2.23%, 3-year 5.64%, 5-year -2.54%, 10-year 1.70%.

LMSMX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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