LMTAX Mutual Fund

LMTAX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
-1.18%
3 Months
-1.18%
6 Months
-0.73%
YTD
-0.02%
1 Year
+0.15%
3 Years (annualized)
+4.47%
5 Years (annualized)
+2.21%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMTAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+0.50%
vs Peers
-0.52%

LMTAX Mutual Fund Performance

LMTAX performance across multiple time periods: 1-month -1.18%, YTD -0.02%, 1-year 0.15%, 3-year 4.47%, 5-year 2.21%, 10-year 2.50%.

LMTAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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