LTAOX Mutual Fund

LTAOX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
-0.22%
3 Months
+2.24%
6 Months
+3.79%
YTD
+5.15%
1 Year
+11.77%
3 Years (annualized)
+10.89%
5 Years (annualized)
+5.11%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTAOX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+6.99%
vs Peers
-1.85%

LTAOX Mutual Fund Performance

LTAOX performance across multiple time periods: 1-month -0.22%, YTD 5.15%, 1-year 11.77%, 3-year 10.89%, 5-year 5.11%, 10-year 8.26%.

LTAOX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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