LRMAX Mutual Fund

LRMAX Mutual Fund

NAV$27.17
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Returns Overview

3 Months
+2.65%
6 Months
+6.04%
YTD
+7.61%
1 Year
+16.61%
3 Years (annualized)
+17.64%
5 Years (annualized)
+11.42%
10 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRMAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+9.41%
vs Peers
-1.81%

LRMAX Mutual Fund Performance

LRMAX performance across multiple time periods: YTD 7.61%, 1-year 16.61%, 3-year 17.64%, 5-year 11.42%, 10-year 13.01%.

LRMAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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