LMSIX Mutual Fund

LMSIX Mutual Fund

NAV$18.08
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Returns Overview

1 Month
-2.81%
3 Months
-3.70%
6 Months
+15.75%
YTD
+15.68%
1 Year
+19.39%
3 Years (annualized)
+20.52%
5 Years (annualized)
+10.22%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMSIX 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)
+15.68%
Peer Avg (YTD)
+10.34%
vs Peers
+5.34%

LMSIX Mutual Fund Performance

LMSIX performance across multiple time periods: 1-month -2.81%, YTD 15.68%, 1-year 19.39%, 3-year 20.52%, 5-year 10.22%, 10-year 11.03%.

LMSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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