LITCX Mutual Fund

NAV$9.44

Returns Overview

1 Month
+0.50%
3 Months
+1.58%
6 Months
+1.48%
YTD
+1.48%
1 Year
+4.91%
3 Years (annualized)
+3.00%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LITCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+1.79%
vs Peers
-0.31%

LITCX Mutual Fund Performance

LITCX performance across multiple time periods: 1-month 0.50%, YTD 1.48%, 1-year 4.91%, 3-year 3.00%, 5-year 0.40%, 10-year 1.08%.

LITCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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