LMORX Mutual Fund

NAV$52.08

Returns Overview

1 Month
+1.80%
3 Months
+3.37%
6 Months
+3.72%
YTD
+7.43%
1 Year
+33.60%
3 Years (annualized)
+24.99%
5 Years (annualized)
+4.39%
10 Years (annualized)
+14.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMORX 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)
+7.43%
Peer Avg (YTD)
+10.82%
vs Peers
-3.39%

LMORX Mutual Fund Performance

LMORX performance across multiple time periods: 1-month 1.80%, YTD 7.43%, 1-year 33.60%, 3-year 24.99%, 5-year 4.39%, 10-year 14.58%.

LMORX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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