LMNSX Mutual Fund

NAV$81.36

Returns Overview

1 Month
-0.18%
3 Months
+6.51%
6 Months
+11.01%
YTD
+15.60%
1 Year
+31.13%
3 Years (annualized)
+11.75%
5 Years (annualized)
+4.31%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMNSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.60%
Peer Avg (YTD)
+18.52%
vs Peers
-2.92%

LMNSX Mutual Fund Performance

LMNSX performance across multiple time periods: 1-month -0.18%, YTD 15.60%, 1-year 31.13%, 3-year 11.75%, 5-year 4.31%, 10-year 9.27%.

LMNSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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