LMOFX Mutual Fund

NAV$49.93

Returns Overview

1 Month
+2.45%
3 Months
+5.93%
6 Months
+18.13%
YTD
+1.06%
1 Year
+24.47%
3 Years
+23.77%
5 Years
+5.55%
10 Years
+13.83%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LMOFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+1.79%
vs Peers
-0.73%

LMOFX Mutual Fund Performance

LMOFX performance across multiple time periods: 1-month 2.45%, YTD 1.06%, 1-year 24.47%, 3-year 23.77%, 5-year 5.55%, 10-year 13.83%.

LMOFX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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