LMOIX Mutual Fund

NAV$42.05

Returns Overview

1 Month
-3.67%
3 Months
+2.06%
6 Months
+3.96%
YTD
+10.83%
1 Year
+28.40%
3 Years (annualized)
+11.51%
5 Years (annualized)
+1.30%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMOIX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.83%
Peer Avg (YTD)
+18.52%
vs Peers
-7.69%

LMOIX Mutual Fund Performance

LMOIX performance across multiple time periods: 1-month -3.67%, YTD 10.83%, 1-year 28.40%, 3-year 11.51%, 5-year 1.30%, 10-year 12.29%.

LMOIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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