LMVFX Mutual Fund

LMVFX Mutual Fund

NAV$138.17
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Returns Overview

1 Month
+2.31%
3 Months
+0.06%
6 Months
+3.85%
YTD
+12.79%
1 Year
+17.13%
3 Years (annualized)
+18.25%
5 Years (annualized)
+10.25%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVFX 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 Value Index(RLV)
This Mutual Fund (YTD)
+12.79%
Peer Avg (YTD)
+12.44%
vs Peers
+0.36%

LMVFX Mutual Fund Performance

LMVFX performance across multiple time periods: 1-month 2.31%, YTD 12.79%, 1-year 17.13%, 3-year 18.25%, 5-year 10.25%, 10-year 12.06%.

LMVFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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