LTAGX Mutual Fund

LTAGX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
-5.87%
3 Months
-5.41%
6 Months
-4.75%
YTD
+9.03%
1 Year
+9.22%
3 Years (annualized)
+20.71%
5 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTAGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+5.23%
vs Peers
+3.80%

LTAGX Mutual Fund Performance

LTAGX performance across multiple time periods: 1-month -5.87%, YTD 9.03%, 1-year 9.22%, 3-year 20.71%, 5-year 5.12%.

LTAGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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