LTAOX Mutual Fund

NAV$13.94

Returns Overview

1 Month
+0.22%
3 Months
+7.95%
6 Months
+5.95%
YTD
+5.38%
1 Year
+12.69%
3 Years (annualized)
+11.79%
5 Years (annualized)
+5.36%
10 Years (annualized)
+8.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+7.64%
vs Peers
-2.26%

LTAOX Mutual Fund Performance

LTAOX performance across multiple time periods: 1-month 0.22%, YTD 5.38%, 1-year 12.69%, 3-year 11.79%, 5-year 5.36%, 10-year 8.63%.

LTAOX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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