LMCCX Mutual Fund

LMCCX Mutual Fund

NAV$32.56
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Returns Overview

1 Month
-4.23%
3 Months
-6.06%
6 Months
+6.44%
YTD
+6.09%
1 Year
+8.70%
3 Years (annualized)
+12.73%
5 Years (annualized)
+8.15%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCCX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+6.72%
vs Peers
-0.63%

LMCCX Mutual Fund Performance

LMCCX performance across multiple time periods: 1-month -4.23%, YTD 6.09%, 1-year 8.70%, 3-year 12.73%, 5-year 8.15%, 10-year 7.82%.

LMCCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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