LMARX Mutual Fund

LMARX Mutual Fund

NAV$66.47
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Returns Overview

1 Month
-6.85%
3 Months
-9.19%
6 Months
+5.11%
YTD
+5.11%
1 Year
+6.94%
3 Years (annualized)
+10.03%
5 Years (annualized)
+3.82%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMARX 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)
+5.11%
Peer Avg (YTD)
+10.34%
vs Peers
-5.23%

LMARX Mutual Fund Performance

LMARX performance across multiple time periods: 1-month -6.85%, YTD 5.11%, 1-year 6.94%, 3-year 10.03%, 5-year 3.82%, 10-year 7.77%.

LMARX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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