LMLSX Mutual Fund

LMLSX Mutual Fund

NAV$43.93
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Returns Overview

1 Month
-2.38%
3 Months
+0.40%
6 Months
+9.81%
YTD
+11.17%
1 Year
+14.63%
3 Years (annualized)
+13.84%
5 Years (annualized)
+9.05%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMLSX 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 Value Index(RLV)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+10.00%
vs Peers
+1.17%

LMLSX Mutual Fund Performance

LMLSX performance across multiple time periods: 1-month -2.38%, YTD 11.17%, 1-year 14.63%, 3-year 13.84%, 5-year 9.05%, 10-year 11.07%.

LMLSX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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