LOTCX Mutual Fund

LOTCX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
+1.35%
3 Months
+1.83%
6 Months
+15.64%
YTD
+22.63%
1 Year
+37.82%
3 Years (annualized)
+5.49%
5 Years (annualized)
+7.87%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOTCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays CTA Index
This Mutual Fund (YTD)
+22.63%
Peer Avg (YTD)
+2.39%
vs Peers
+20.24%

LOTCX Mutual Fund Performance

LOTCX performance across multiple time periods: 1-month 1.35%, YTD 22.63%, 1-year 37.82%, 3-year 5.49%, 5-year 7.87%, 10-year 3.66%.

LOTCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.81%, investors should weigh costs against performance when evaluating this mutual fund.

LOTCX vs another fund shows side-by-side returns. LOTCX alternatives are available in the Mutual Fund Screener.