LMVRX Mutual Fund

LMVRX Mutual Fund

NAV$134.91
See how much of LMVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.89%
3 Months
-0.26%
6 Months
+10.01%
YTD
+10.07%
1 Year
+14.57%
3 Years (annualized)
+16.00%
5 Years (annualized)
+12.37%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+10.00%
vs Peers
+0.08%

LMVRX Mutual Fund Performance

LMVRX performance across multiple time periods: 1-month -3.89%, YTD 10.07%, 1-year 14.57%, 3-year 16.00%, 5-year 12.37%, 10-year 12.51%.

LMVRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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