LMVVX Mutual Fund

NAV$33.31

Returns Overview

1 Month
-0.36%
3 Months
+6.18%
6 Months
+9.32%
YTD
+16.35%
1 Year
+26.76%
3 Years (annualized)
+14.24%
5 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMVVX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+18.52%
vs Peers
-2.18%

LMVVX Mutual Fund Performance

LMVVX performance across multiple time periods: 1-month -0.36%, YTD 16.35%, 1-year 26.76%, 3-year 14.24%, 5-year 6.81%.

LMVVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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