LMVYX Mutual Fund

LMVYX Mutual Fund

NAV$33.70
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+6.04%
3 Months
+17.59%
6 Months
+19.16%
YTD
+18.45%
1 Year
+26.73%
3 Years (annualized)
+14.23%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.45%
Peer Avg (YTD)
+18.52%
vs Peers
-0.08%

LMVYX Mutual Fund Performance

LMVYX performance across multiple time periods: 1-month 6.04%, YTD 18.45%, 1-year 26.73%, 3-year 14.23%, 5-year 6.80%, 10-year 10.21%.

LMVYX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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