LMOIX Mutual Fund

LMOIX Mutual Fund

NAV$40.01
See how much of LMOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.96%
3 Months
-10.50%
6 Months
+8.96%
YTD
+6.06%
1 Year
+4.95%
3 Years (annualized)
+9.88%
5 Years (annualized)
-0.42%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+10.34%
vs Peers
-4.28%

LMOIX Mutual Fund Performance

LMOIX performance across multiple time periods: 1-month -3.96%, YTD 6.06%, 1-year 4.95%, 3-year 9.88%, 5-year -0.42%, 10-year 10.51%.

LMOIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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