LMVYX Mutual Fund

LMVYX Mutual Fund

NAV$31.25
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Returns Overview

1 Month
-0.24%
3 Months
+3.75%
6 Months
+8.08%
YTD
+15.90%
1 Year
+17.13%
3 Years (annualized)
+10.82%
5 Years (annualized)
+5.72%
10 Years (annualized)
+8.74%

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
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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)
+15.90%
Peer Avg (YTD)
+15.20%
vs Peers
+0.70%

LMVYX Mutual Fund Performance

LMVYX performance across multiple time periods: 1-month -0.24%, YTD 15.90%, 1-year 17.13%, 3-year 10.82%, 5-year 5.72%, 10-year 8.74%.

LMVYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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