LMVWX Mutual Fund

LMVWX Mutual Fund

NAV$33.85
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Returns Overview

1 Month
+6.04%
3 Months
+17.62%
6 Months
+19.18%
YTD
+18.48%
1 Year
+26.81%
3 Years (annualized)
+14.28%
5 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVWX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.48%
Peer Avg (YTD)
+18.52%
vs Peers
-0.05%

LMVWX Mutual Fund Performance

LMVWX performance across multiple time periods: 1-month 6.04%, YTD 18.48%, 1-year 26.81%, 3-year 14.28%, 5-year 6.85%.

LMVWX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

LMVWX performance comparison shows side-by-side returns with another fund. LMVWX alternatives are available in the Mutual Fund Screener.