LMRNX Mutual Fund

LMRNX Mutual Fund

NAV$35.63
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Returns Overview

1 Month
-1.61%
3 Months
+1.08%
6 Months
+8.71%
YTD
+3.65%
1 Year
+5.64%
3 Years (annualized)
+12.56%
5 Years (annualized)
+5.93%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMRNX 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)
+3.65%
Peer Avg (YTD)
+4.96%
vs Peers
-1.31%

LMRNX Mutual Fund Performance

LMRNX performance across multiple time periods: 1-month -1.61%, YTD 3.65%, 1-year 5.64%, 3-year 12.56%, 5-year 5.93%, 10-year 10.40%.

LMRNX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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