LMCCX Mutual Fund

NAV$33.51

Returns Overview

1 Month
-1.50%
3 Months
+4.23%
6 Months
+8.27%
YTD
+10.89%
1 Year
+22.20%
3 Years (annualized)
+14.51%
5 Years (annualized)
+9.04%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+10.89%
Peer Avg (YTD)
+10.82%
vs Peers
+0.07%

LMCCX Mutual Fund Performance

LMCCX performance across multiple time periods: 1-month -1.50%, YTD 10.89%, 1-year 22.20%, 3-year 14.51%, 5-year 9.04%, 10-year 8.43%.

LMCCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

LMCCX performance comparison shows side-by-side returns with another fund. LMCCX alternatives are available in the Mutual Fund Screener.