LMRIX Mutual Fund

LMRIX Mutual Fund

NAV$27.08
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Returns Overview

1 Month
-6.86%
3 Months
-2.07%
6 Months
+5.29%
YTD
-1.19%
1 Year
-1.14%
3 Years (annualized)
+15.57%
5 Years (annualized)
+5.21%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.19%
Peer Avg (YTD)
+7.91%
vs Peers
-9.11%

LMRIX Mutual Fund Performance

LMRIX performance across multiple time periods: 1-month -6.86%, YTD -1.19%, 1-year -1.14%, 3-year 15.57%, 5-year 5.21%, 10-year 9.26%.

LMRIX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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