LMPFX Mutual Fund

NAV$93.10

Returns Overview

1 Month
+0.90%
3 Months
+11.69%
6 Months
+3.64%
YTD
+3.40%
1 Year
+7.30%
3 Years (annualized)
+8.15%
5 Years (annualized)
+7.02%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPFX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+9.51%
vs Peers
-6.11%

LMPFX Mutual Fund Performance

LMPFX performance across multiple time periods: 1-month 0.90%, YTD 3.40%, 1-year 7.30%, 3-year 8.15%, 5-year 7.02%, 10-year 10.27%.

LMPFX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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