LMBMX Mutual Fund

LMBMX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-2.76%
3 Months
-3.69%
6 Months
+17.72%
YTD
+17.64%
1 Year
+28.73%
3 Years (annualized)
+26.61%
5 Years (annualized)
+19.16%
10 Years (annualized)
+19.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMBMX 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)
+17.64%
Peer Avg (YTD)
+10.34%
vs Peers
+7.30%

LMBMX Mutual Fund Performance

LMBMX performance across multiple time periods: 1-month -2.76%, YTD 17.64%, 1-year 28.73%, 3-year 26.61%, 5-year 19.16%, 10-year 19.18%.

LMBMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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