LMOFX Mutual Fund

LMOFX Mutual Fund

NAV$57.43
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Returns Overview

1 Month
-1.74%
3 Months
+4.27%
6 Months
+22.07%
YTD
+13.15%
1 Year
+21.92%
3 Years (annualized)
+28.06%
5 Years (annualized)
+5.44%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOFX 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)
+13.15%
Peer Avg (YTD)
+6.73%
vs Peers
+6.42%

LMOFX Mutual Fund Performance

LMOFX performance across multiple time periods: 1-month -1.74%, YTD 13.15%, 1-year 21.92%, 3-year 28.06%, 5-year 5.44%, 10-year 12.18%.

LMOFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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