LMCQX Mutual Fund

LMCQX Mutual Fund

NAV$35.91
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Returns Overview

1 Month
-4.17%
3 Months
-5.96%
6 Months
+6.68%
YTD
+6.42%
1 Year
+9.15%
3 Years (annualized)
+13.04%
5 Years (annualized)
+8.46%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCQX 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)
+6.42%
Peer Avg (YTD)
+6.72%
vs Peers
-0.30%

LMCQX Mutual Fund Performance

LMCQX performance across multiple time periods: 1-month -4.17%, YTD 6.42%, 1-year 9.15%, 3-year 13.04%, 5-year 8.46%, 10-year 8.48%.

LMCQX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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