LMPIX Mutual Fund

NAV$37.31

Returns Overview

1 Month
+1.39%
3 Months
+1.30%
6 Months
+3.61%
YTD
+5.54%
1 Year
+11.55%
3 Years (annualized)
+15.51%
5 Years (annualized)
+10.66%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPIX 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

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)
+5.54%
Peer Avg (YTD)
+9.57%
vs Peers
-4.03%

LMPIX Mutual Fund Performance

LMPIX performance across multiple time periods: 1-month 1.39%, YTD 5.54%, 1-year 11.55%, 3-year 15.51%, 5-year 10.66%, 10-year 13.07%.

LMPIX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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