LMTYX Mutual Fund

LMTYX Mutual Fund

NAV$9.67
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Returns Overview

3 Months
-0.38%
6 Months
+0.51%
YTD
+1.41%
1 Year
+1.44%
3 Years (annualized)
+4.73%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMTYX 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)
+1.41%
Peer Avg (YTD)
+2.15%
vs Peers
-0.75%

LMTYX Mutual Fund Performance

LMTYX performance across multiple time periods: YTD 1.41%, 1-year 1.44%, 3-year 4.73%, 5-year 2.47%, 10-year 2.75%.

LMTYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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