LMGRX Mutual Fund

LMGRX Mutual Fund

NAV$66.53
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Returns Overview

1 Month
-2.50%
3 Months
-7.18%
6 Months
+3.45%
YTD
-2.19%
1 Year
-0.24%
3 Years (annualized)
+11.60%
5 Years (annualized)
+3.39%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMGRX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-2.19%
Peer Avg (YTD)
+8.68%
vs Peers
-10.87%

LMGRX Mutual Fund Performance

LMGRX performance across multiple time periods: 1-month -2.50%, YTD -2.19%, 1-year -0.24%, 3-year 11.60%, 5-year 3.39%, 10-year 9.30%.

LMGRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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