LMPLX Mutual Fund

NAV$53.27

Returns Overview

1 Month
-1.63%
3 Months
-0.56%
6 Months
+0.24%
YTD
-0.34%
1 Year
+4.62%
3 Years (annualized)
+15.28%
5 Years (annualized)
+12.38%
10 Years (annualized)
+16.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPLX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+8.97%
vs Peers
-9.31%

LMPLX Mutual Fund Performance

LMPLX performance across multiple time periods: 1-month -1.63%, YTD -0.34%, 1-year 4.62%, 3-year 15.28%, 5-year 12.38%, 10-year 16.93%.

LMPLX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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