LMHIX Mutual Fund

LMHIX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
-5.64%
3 Months
-7.57%
6 Months
-4.65%
YTD
-4.47%
1 Year
-3.03%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.98%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMHIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.47%
Peer Avg (YTD)
-3.84%
vs Peers
-0.63%

LMHIX Mutual Fund Performance

LMHIX performance across multiple time periods: 1-month -5.64%, YTD -4.47%, 1-year -3.03%, 3-year 4.48%, 5-year 0.98%, 10-year 2.38%.

LMHIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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