LMPEX Mutual Fund

LMPEX Mutual Fund

NAV$32.36
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Returns Overview

1 Month
-1.08%
3 Months
+4.00%
6 Months
+16.68%
YTD
+13.49%
1 Year
+18.21%
3 Years (annualized)
+24.05%
5 Years (annualized)
+14.04%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPEX 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
MSCI World Index NR CAD(MWDNRC)
This Mutual Fund (YTD)
+13.49%
Peer Avg (YTD)
+9.29%
vs Peers
+4.20%

LMPEX Mutual Fund Performance

LMPEX performance across multiple time periods: 1-month -1.08%, YTD 13.49%, 1-year 18.21%, 3-year 24.05%, 5-year 14.04%, 10-year 13.87%.

LMPEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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