LMPLX Mutual Fund

LMPLX Mutual Fund

NAV$57.07
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Returns Overview

1 Month
+0.90%
3 Months
+4.23%
6 Months
+17.86%
YTD
+6.71%
1 Year
+5.44%
3 Years (annualized)
+16.21%
5 Years (annualized)
+7.70%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPLX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+8.68%
vs Peers
-1.98%

LMPLX Mutual Fund Performance

LMPLX performance across multiple time periods: 1-month 0.90%, YTD 6.71%, 1-year 5.44%, 3-year 16.21%, 5-year 7.70%, 10-year 13.82%.

LMPLX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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