LMTAX Mutual Fund

LMTAX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-0.10%
3 Months
-0.44%
6 Months
+0.28%
YTD
+1.18%
1 Year
+1.18%
3 Years (annualized)
+4.47%
5 Years (annualized)
+2.21%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMTAX 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
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📉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)
+1.18%
Peer Avg (YTD)
+2.15%
vs Peers
-0.98%

LMTAX Mutual Fund Performance

LMTAX performance across multiple time periods: 1-month -0.10%, YTD 1.18%, 1-year 1.18%, 3-year 4.47%, 5-year 2.21%, 10-year 2.50%.

LMTAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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