LMLSX Mutual Fund

NAV$44.01

Returns Overview

1 Month
+3.39%
3 Months
+9.38%
6 Months
+11.69%
YTD
+10.73%
1 Year
+20.70%
3 Years (annualized)
+13.40%
5 Years (annualized)
+9.24%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMLSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+9.49%
vs Peers
+1.24%

LMLSX Mutual Fund Performance

LMLSX performance across multiple time periods: 1-month 3.39%, YTD 10.73%, 1-year 20.70%, 3-year 13.40%, 5-year 9.24%, 10-year 11.00%.

LMLSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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