LMCPX Mutual Fund

LMCPX Mutual Fund

NAV$35.03
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Returns Overview

1 Month
-4.19%
3 Months
-5.95%
6 Months
+6.73%
YTD
+6.50%
1 Year
+9.31%
3 Years (annualized)
+13.21%
5 Years (annualized)
+8.64%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCPX 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)
+6.50%
Peer Avg (YTD)
+6.72%
vs Peers
-0.23%

LMCPX Mutual Fund Performance

LMCPX performance across multiple time periods: 1-month -4.19%, YTD 6.50%, 1-year 9.31%, 3-year 13.21%, 5-year 8.64%, 10-year 8.37%.

LMCPX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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