LMVRX Mutual Fund

LMVRX Mutual Fund

NAV$136.90
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Returns Overview

1 Month
+2.02%
3 Months
+3.73%
6 Months
+8.35%
YTD
+13.74%
1 Year
+23.50%
3 Years (annualized)
+14.13%
5 Years (annualized)
+11.04%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVRX 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)
+13.74%
Peer Avg (YTD)
+11.41%
vs Peers
+2.33%

LMVRX Mutual Fund Performance

LMVRX performance across multiple time periods: 1-month 2.02%, YTD 13.74%, 1-year 23.50%, 3-year 14.13%, 5-year 11.04%, 10-year 12.39%.

LMVRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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