LMIYX Mutual Fund

NAV$29.49

Returns Overview

1 Month
-6.08%
3 Months
+6.62%
6 Months
+14.70%
YTD
+20.96%
1 Year
+58.08%
3 Years (annualized)
+22.67%
5 Years (annualized)
+10.14%
10 Years (annualized)
+23.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIYX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+20.96%
Peer Avg (YTD)
+18.52%
vs Peers
+2.44%

LMIYX Mutual Fund Performance

LMIYX performance across multiple time periods: 1-month -6.08%, YTD 20.96%, 1-year 58.08%, 3-year 22.67%, 5-year 10.14%, 10-year 23.80%.

LMIYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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