LMVFX Mutual Fund

NAV$136.80

Returns Overview

1 Month
+1.82%
3 Months
+3.55%
6 Months
+8.21%
YTD
+12.47%
1 Year
+19.69%
3 Years (annualized)
+15.73%
5 Years (annualized)
+11.64%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVFX 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 Value Index(RLV)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+9.49%
vs Peers
+2.98%

LMVFX Mutual Fund Performance

LMVFX performance across multiple time periods: 1-month 1.82%, YTD 12.47%, 1-year 19.69%, 3-year 15.73%, 5-year 11.64%, 10-year 13.13%.

LMVFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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