LMVTX Mutual Fund

LMVTX Mutual Fund

NAV$104.16
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Returns Overview

1 Month
+2.26%
3 Months
-0.09%
6 Months
+3.54%
YTD
+12.24%
1 Year
+16.45%
3 Years (annualized)
+17.57%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVTX 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)
+12.24%
Peer Avg (YTD)
+12.44%
vs Peers
-0.20%

LMVTX Mutual Fund Performance

LMVTX performance across multiple time periods: 1-month 2.26%, YTD 12.24%, 1-year 16.45%, 3-year 17.57%, 5-year 9.62%, 10-year 11.40%.

LMVTX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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