LMVRX Mutual Fund

NAV$134.58

Returns Overview

1 Month
+2.41%
3 Months
+4.24%
6 Months
+7.91%
YTD
+12.59%
1 Year
+19.46%
3 Years (annualized)
+15.52%
5 Years (annualized)
+11.43%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVRX 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)
+12.59%
Peer Avg (YTD)
+9.49%
vs Peers
+3.10%

LMVRX Mutual Fund Performance

LMVRX performance across multiple time periods: 1-month 2.41%, YTD 12.59%, 1-year 19.46%, 3-year 15.52%, 5-year 11.43%, 10-year 12.76%.

LMVRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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