LMCLX Mutual Fund

NAV$9.88

Returns Overview

1 Month
+4.00%
3 Months
+0.51%
6 Months
+6.70%
YTD
+8.33%
1 Year
+13.93%
3 Years (annualized)
+19.54%
5 Years (annualized)
+5.69%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCLX 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
ICE Bank of America Merrill Lynch High Yield Masters II Index(^IBMLHYM2)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+6.73%
vs Peers
+1.61%

LMCLX Mutual Fund Performance

LMCLX performance across multiple time periods: 1-month 4.00%, YTD 8.33%, 1-year 13.93%, 3-year 19.54%, 5-year 5.69%, 10-year 9.43%.

LMCLX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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