LMMRX Mutual Fund

LMMRX Mutual Fund

NAV$30.94
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Returns Overview

1 Month
-4.92%
3 Months
-0.18%
6 Months
+6.14%
YTD
+5.41%
1 Year
+6.75%
3 Years (annualized)
+14.86%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+9.98%
vs Peers
-4.57%

LMMRX Mutual Fund Performance

LMMRX performance across multiple time periods: 1-month -4.92%, YTD 5.41%, 1-year 6.75%, 3-year 14.86%, 5-year 9.95%, 10-year 11.83%.

LMMRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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