LMUSX Mutual Fund

LMUSX Mutual Fund

NAV$30.85
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Returns Overview

1 Month
+3.18%
3 Months
+4.09%
6 Months
+14.50%
YTD
+14.59%
1 Year
+24.07%
3 Years (annualized)
+22.76%
5 Years (annualized)
+12.74%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMUSX 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)
+14.59%
Peer Avg (YTD)
+11.21%
vs Peers
+3.37%

LMUSX Mutual Fund Performance

LMUSX performance across multiple time periods: 1-month 3.18%, YTD 14.59%, 1-year 24.07%, 3-year 22.76%, 5-year 12.74%, 10-year 14.81%.

LMUSX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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