LMTIX Mutual Fund

NAV$30.91

Returns Overview

1 Month
-0.02%
3 Months
+15.47%
6 Months
+10.50%
YTD
+10.18%
1 Year
+29.06%
3 Years (annualized)
+24.17%
5 Years (annualized)
+18.79%
10 Years (annualized)
+18.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+9.51%
vs Peers
+0.67%

LMTIX Mutual Fund Performance

LMTIX performance across multiple time periods: 1-month -0.02%, YTD 10.18%, 1-year 29.06%, 3-year 24.17%, 5-year 18.79%, 10-year 18.00%.

LMTIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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