LOTCX Mutual Fund

LOTCX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
+2.42%
3 Months
+2.66%
6 Months
+14.31%
YTD
+25.60%
1 Year
+38.24%
3 Years (annualized)
+6.31%
5 Years (annualized)
+8.25%
10 Years (annualized)
+4.19%

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)
+25.60%
Peer Avg (YTD)
+4.75%
vs Peers
+20.85%

LOTCX Mutual Fund Performance

LOTCX performance across multiple time periods: 1-month 2.42%, YTD 25.60%, 1-year 38.24%, 3-year 6.31%, 5-year 8.25%, 10-year 4.19%.

LOTCX returns outperform the peer average of 4.75% 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.