LMORX Mutual Fund

LMORX Mutual Fund

NAV$54.63
See how much of LMORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.76%
3 Months
+4.19%
6 Months
+21.93%
YTD
+12.95%
1 Year
+21.63%
3 Years (annualized)
+27.79%
5 Years (annualized)
+5.13%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMORX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+6.73%
vs Peers
+6.23%

LMORX Mutual Fund Performance

LMORX performance across multiple time periods: 1-month -1.76%, YTD 12.95%, 1-year 21.63%, 3-year 27.79%, 5-year 5.13%, 10-year 11.88%.

LMORX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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