LMISX Mutual Fund

LMISX Mutual Fund

NAV$31.35
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Returns Overview

1 Month
-1.22%
3 Months
+2.92%
6 Months
+18.86%
YTD
+13.44%
1 Year
+17.44%
3 Years (annualized)
+23.18%
5 Years (annualized)
+13.03%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMISX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+9.98%
vs Peers
+3.46%

LMISX Mutual Fund Performance

LMISX performance across multiple time periods: 1-month -1.22%, YTD 13.44%, 1-year 17.44%, 3-year 23.18%, 5-year 13.03%, 10-year 15.13%.

LMISX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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