LMOOX Mutual Fund

LMOOX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-4.44%
3 Months
-5.92%
6 Months
-3.60%
YTD
-3.74%
1 Year
-2.14%
3 Years (annualized)
+3.57%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOOX 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
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📉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
Lipper Other States Municipal Debt Funds Category Average
This Mutual Fund (YTD)
-3.74%
Peer Avg (YTD)
-3.84%
vs Peers
+0.10%

LMOOX Mutual Fund Performance

LMOOX performance across multiple time periods: 1-month -4.44%, YTD -3.74%, 1-year -2.14%, 3-year 3.57%, 5-year 0.42%, 10-year 1.56%.

LMOOX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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