LMCQX Mutual Fund

NAV$36.08

Returns Overview

1 Month
-3.58%
3 Months
+0.28%
6 Months
+5.74%
YTD
+8.77%
1 Year
+22.70%
3 Years (annualized)
+14.81%
5 Years (annualized)
+9.36%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCQX 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

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)
+8.77%
Peer Avg (YTD)
+10.82%
vs Peers
-2.04%

LMCQX Mutual Fund Performance

LMCQX performance across multiple time periods: 1-month -3.58%, YTD 8.77%, 1-year 22.70%, 3-year 14.81%, 5-year 9.36%, 10-year 9.10%.

LMCQX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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