# 1919 Socially Responsive Balanced I (LMRNX)

> Source: Nexqual · https://nexqual.com/LMRNX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, 1919 Socially Responsive Balanced I (LMRNX), nexqual.com/LMRNX" · informational, not investment advice.

**Price:** USD 35.27 (-0.25% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 35.36 · day 35.27–35.27 · 52w 31.86–36.33 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.4% vs S&P 500 +13.4%; 5Y +29.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.4% | +29.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.4% | +5.3% |
| Volatility (annualized) | 8.8% | 12.4% |
| Max drawdown | -7.7% (Jan 2026→Mar 2026) | -23.8% (Nov 2021→Oct 2022) |

## Peers
SSIAX (1919 Socially Responsive Balanc) USD 35.23 +0.00% · SESLX (1919 Socially Responsive Balanc) USD 34.72 -0.00% · PFPWX (Parnassus Endeavor Fund - Insti) USD 64.75 +0.00% · BAFWX (Brown Advisory Sustainable Grow) USD 50.57 +0.00% · VLAIX (Value Line Asset Allocation Fun) USD 34.15 -0.00%

## More
Full page: https://nexqual.com/LMRNX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt