LTANX Mutual Fund

NAV$13.22

Returns Overview

1 Month
+2.23%
3 Months
+1.45%
6 Months
+6.58%
YTD
+12.35%
1 Year
+17.11%
3 Years (annualized)
+2.86%
5 Years (annualized)
+6.91%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTANX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+14.82%
vs Peers
-2.47%

LTANX Mutual Fund Performance

LTANX performance across multiple time periods: 1-month 2.23%, YTD 12.35%, 1-year 17.11%, 3-year 2.86%, 5-year 6.91%, 10-year 6.39%.

LTANX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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