LMSAX Mutual Fund

LMSAX Mutual Fund

NAV$40.85
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Returns Overview

1 Month
-6.82%
3 Months
-9.12%
6 Months
+5.29%
YTD
+5.40%
1 Year
+7.34%
3 Years (annualized)
+10.44%
5 Years (annualized)
+4.20%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMSAX 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 Index(^RUT)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+10.34%
vs Peers
-4.94%

LMSAX Mutual Fund Performance

LMSAX performance across multiple time periods: 1-month -6.82%, YTD 5.40%, 1-year 7.34%, 3-year 10.44%, 5-year 4.20%, 10-year 8.14%.

LMSAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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