LMTYX Mutual Fund

LMTYX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-1.21%
3 Months
-1.11%
6 Months
-0.60%
YTD
+0.18%
1 Year
+0.41%
3 Years (annualized)
+4.73%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMTYX 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)
+0.18%
Peer Avg (YTD)
+0.50%
vs Peers
-0.32%

LMTYX Mutual Fund Performance

LMTYX performance across multiple time periods: 1-month -1.21%, YTD 0.18%, 1-year 0.41%, 3-year 4.73%, 5-year 2.47%, 10-year 2.75%.

LMTYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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