LMPPX Mutual Fund

NAV$37.08

Returns Overview

1 Month
+2.04%
3 Months
+2.21%
6 Months
+4.13%
YTD
+6.25%
1 Year
+11.32%
3 Years (annualized)
+15.26%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMPPX 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)
+6.25%
Peer Avg (YTD)
+9.57%
vs Peers
-3.33%

LMPPX Mutual Fund Performance

LMPPX performance across multiple time periods: 1-month 2.04%, YTD 6.25%, 1-year 11.32%, 3-year 15.26%, 5-year 10.38%, 10-year 12.68%.

LMPPX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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