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Patient Opportunity FI (LMOFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
39.43-0.46 (-1.15%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return28.16%
5-Year Average Return10.64%
Number of Years Up12
Number of Years Down7
Best 1 Yr Total Return (Nov 5, 2024)83.61%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return83.61%
Worst 3-Yr Total Return-5.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLMOFXCategory
YTD20.28%17.04%
1-Month3.27%-0.01%
3-Month6.13%5.47%
1-Year54.78%50.44%
3-Year-0.95%13.15%
5-Year9.60%13.75%
10-Year8.26%11.35%
Last Bull Market44.23%25.95%
Last Bear Market-29.51%-22.55%

Annual Total Return (%) History

Year
LMOFXCategory
2024
N/AN/A
2023
39.19%N/A
2022
-36.15%N/A
2021
-3.32%N/A
2020
38.50%12.39%
2019
33.84%26.21%
2018
-9.82%-11.15%
2017
25.91%15.93%
2016
-0.25%14.14%
2015
0.41%-4.75%
2014
10.90%7.80%
2013
67.97%34.10%
2012
40.66%16.15%
2011
-34.47%-3.81%
2010
17.24%22.52%
2009
83.61%37.39%
2008
-65.20%-39.18%
2007
-0.86%4.85%
2006
14.21%14.03%
2005
7.44%9.25%
2004
N/A16.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.08%-1.80%5.82%N/A
202310.21%13.63%-5.84%18.03%
2022-7.06%-29.51%-4.38%1.92%
202116.58%4.10%-14.14%-7.22%
2020-38.97%47.44%13.38%35.76%
201913.64%1.11%-1.88%18.72%
2018-2.56%13.95%10.75%-26.67%
20177.15%11.97%-0.47%5.43%
2016-11.26%-9.88%22.56%1.77%
20155.99%2.41%-10.37%3.21%
20144.14%3.92%-4.35%7.13%
201321.09%8.72%11.66%14.27%
201225.83%-5.16%5.33%11.91%
2011-2.34%-6.42%-33.81%8.32%
201014.40%-18.97%13.35%11.58%
2009-11.17%47.38%36.56%2.71%
2008-16.21%-10.59%-21.02%-41.18%
20073.89%10.31%-2.73%-11.07%
200610.53%-8.42%-1.52%14.57%
2005-7.82%4.69%10.28%0.96%
20043.75%-9.60%17.65%N/A

Rank In Category (By Total Return)

YTD7
1-Month1
3-Month3
1-Year1
3-Year98
5-Year77

Load Adjusted Returns

1-Year54.78%
3-Year-0.95%
5-Year9.60%
10-Year8.26%