LMIRX Mutual Fund

NAV$23.07

Returns Overview

1 Month
-0.17%
3 Months
+5.73%
6 Months
+3.45%
YTD
+8.01%
1 Year
+19.11%
3 Years (annualized)
+17.20%
5 Years (annualized)
+9.94%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIRX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+9.13%
vs Peers
-1.13%

LMIRX Mutual Fund Performance

LMIRX performance across multiple time periods: 1-month -0.17%, YTD 8.01%, 1-year 19.11%, 3-year 17.20%, 5-year 9.94%, 10-year 9.20%.

LMIRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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