LMCHX Mutual Fund

LMCHX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
-4.12%
3 Months
-5.80%
6 Months
+7.04%
YTD
+6.95%
1 Year
+9.89%
3 Years (annualized)
+13.82%
5 Years (annualized)
+8.84%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCHX 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)
+6.95%
Peer Avg (YTD)
+6.72%
vs Peers
+0.23%

LMCHX Mutual Fund Performance

LMCHX performance across multiple time periods: 1-month -4.12%, YTD 6.95%, 1-year 9.89%, 3-year 13.82%, 5-year 8.84%, 10-year 8.76%.

LMCHX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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