LMPOX Mutual Fund

LMPOX Mutual Fund

NAV$30.62
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Returns Overview

1 Month
-4.02%
3 Months
-10.64%
6 Months
+8.56%
YTD
+5.51%
1 Year
+22.47%
3 Years (annualized)
+18.40%
5 Years (annualized)
+6.12%
10 Years (annualized)
+17.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPOX 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)
+5.51%
Peer Avg (YTD)
+10.34%
vs Peers
-4.83%

LMPOX Mutual Fund Performance

LMPOX performance across multiple time periods: 1-month -4.02%, YTD 5.51%, 1-year 22.47%, 3-year 18.40%, 5-year 6.12%, 10-year 17.49%.

LMPOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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