LMSMX Mutual Fund

LMSMX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
-0.90%
3 Months
-0.69%
6 Months
+0.11%
YTD
+0.75%
1 Year
+6.24%
3 Years (annualized)
+5.38%
5 Years (annualized)
-2.64%
10 Years (annualized)
+1.71%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.12%
vs Peers
+0.63%

LMSMX Mutual Fund Performance

LMSMX performance across multiple time periods: 1-month -0.90%, YTD 0.75%, 1-year 6.24%, 3-year 5.38%, 5-year -2.64%, 10-year 1.71%.

LMSMX returns outperform the peer average of 0.12% 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.