LMIRX Mutual Fund

LMIRX Mutual Fund

NAV$23.03
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Returns Overview

1 Month
-3.25%
3 Months
+0.26%
6 Months
+8.87%
YTD
+8.57%
1 Year
+14.27%
3 Years (annualized)
+18.60%
5 Years (annualized)
+10.35%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIRX 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)
+8.57%
Peer Avg (YTD)
+9.29%
vs Peers
-0.72%

LMIRX Mutual Fund Performance

LMIRX performance across multiple time periods: 1-month -3.25%, YTD 8.57%, 1-year 14.27%, 3-year 18.60%, 5-year 10.35%, 10-year 9.16%.

LMIRX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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