LMOFX Mutual Fund

NAV$55.31

Returns Overview

1 Month
-1.13%
3 Months
+4.65%
6 Months
+6.43%
YTD
+8.71%
1 Year
+33.84%
3 Years (annualized)
+25.24%
5 Years (annualized)
+4.59%
10 Years (annualized)
+14.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+8.71%
Peer Avg (YTD)
+10.82%
vs Peers
-2.11%

LMOFX Mutual Fund Performance

LMOFX performance across multiple time periods: 1-month -1.13%, YTD 8.71%, 1-year 33.84%, 3-year 25.24%, 5-year 4.59%, 10-year 14.83%.

LMOFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.74%, 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.