LMBAX Mutual Fund

LMBAX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-2.82%
3 Months
-3.75%
6 Months
+15.57%
YTD
+15.41%
1 Year
+19.02%
3 Years (annualized)
+20.15%
5 Years (annualized)
+9.89%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMBAX 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)
+15.41%
Peer Avg (YTD)
+10.34%
vs Peers
+5.07%

LMBAX Mutual Fund Performance

LMBAX performance across multiple time periods: 1-month -2.82%, YTD 15.41%, 1-year 19.02%, 3-year 20.15%, 5-year 9.89%, 10-year 10.85%.

LMBAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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