LMCSX Mutual Fund

NAV$36.83

Returns Overview

1 Month
-3.49%
3 Months
+0.41%
6 Months
+5.99%
YTD
+9.03%
1 Year
+23.13%
3 Years (annualized)
+15.20%
5 Years (annualized)
+9.74%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCSX 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)
+9.03%
Peer Avg (YTD)
+10.82%
vs Peers
-1.79%

LMCSX Mutual Fund Performance

LMCSX performance across multiple time periods: 1-month -3.49%, YTD 9.03%, 1-year 23.13%, 3-year 15.20%, 5-year 9.74%, 10-year 9.19%.

LMCSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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