LMPMX Mutual Fund

LMPMX Mutual Fund

NAV$35.98
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Returns Overview

1 Month
-3.95%
3 Months
-10.51%
6 Months
+8.91%
YTD
+5.97%
1 Year
+4.84%
3 Years (annualized)
+9.86%
5 Years (annualized)
-0.48%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPMX 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
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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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+10.34%
vs Peers
-4.37%

LMPMX Mutual Fund Performance

LMPMX performance across multiple time periods: 1-month -3.95%, YTD 5.97%, 1-year 4.84%, 3-year 9.86%, 5-year -0.48%, 10-year 10.39%.

LMPMX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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