LMCRX Mutual Fund

LMCRX Mutual Fund

NAV$36.23
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Returns Overview

1 Month
-4.18%
3 Months
-5.94%
6 Months
+6.72%
YTD
+6.46%
1 Year
+9.25%
3 Years (annualized)
+13.15%
5 Years (annualized)
+8.57%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCRX 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)
+6.46%
Peer Avg (YTD)
+6.72%
vs Peers
-0.26%

LMCRX Mutual Fund Performance

LMCRX performance across multiple time periods: 1-month -4.18%, YTD 6.46%, 1-year 9.25%, 3-year 13.15%, 5-year 8.57%, 10-year 8.32%.

LMCRX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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