LMESX Mutual Fund

NAV$37.91

Returns Overview

1 Month
-1.55%
3 Months
+8.56%
6 Months
+4.60%
YTD
+4.33%
1 Year
+12.05%
3 Years (annualized)
+16.04%
5 Years (annualized)
+11.14%
10 Years (annualized)
+13.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMESX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+9.57%
vs Peers
-5.24%

LMESX Mutual Fund Performance

LMESX performance across multiple time periods: 1-month -1.55%, YTD 4.33%, 1-year 12.05%, 3-year 16.04%, 5-year 11.14%, 10-year 13.59%.

LMESX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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