LMVYX Mutual Fund

LMVYX Mutual Fund

NAV$33.17
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Returns Overview

1 Month
-1.92%
3 Months
+3.74%
6 Months
+9.45%
YTD
+16.18%
1 Year
+21.52%
3 Years (annualized)
+9.57%
5 Years (annualized)
+5.94%
10 Years (annualized)
+8.97%

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)
+16.18%
Peer Avg (YTD)
+15.31%
vs Peers
+0.87%

LMVYX Mutual Fund Performance

LMVYX performance across multiple time periods: 1-month -1.92%, YTD 16.18%, 1-year 21.52%, 3-year 9.57%, 5-year 5.94%, 10-year 8.97%.

LMVYX returns outperform the peer average of 15.31% 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.