LMTIX Mutual Fund

LMTIX Mutual Fund

NAV$30.92
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Returns Overview

1 Month
+0.94%
3 Months
+6.65%
6 Months
+10.54%
YTD
+11.22%
1 Year
+24.04%
3 Years (annualized)
+21.76%
5 Years (annualized)
+13.34%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMTIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+9.41%
vs Peers
+1.81%

LMTIX Mutual Fund Performance

LMTIX performance across multiple time periods: 1-month 0.94%, YTD 11.22%, 1-year 24.04%, 3-year 21.76%, 5-year 13.34%, 10-year 14.92%.

LMTIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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