LMIAX Mutual Fund

LMIAX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
-2.90%
3 Months
-4.35%
6 Months
-2.94%
YTD
-3.03%
1 Year
-1.59%
3 Years (annualized)
+2.81%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIAX 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
PROUpgrade to run
🏦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 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-3.03%
Peer Avg (YTD)
-3.84%
vs Peers
+0.81%

LMIAX Mutual Fund Performance

LMIAX performance across multiple time periods: 1-month -2.90%, YTD -3.03%, 1-year -1.59%, 3-year 2.81%, 5-year 0.08%, 10-year 1.05%.

LMIAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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