LTAPX Mutual Fund

NAV$7.65

Returns Overview

1 Month
+1.24%
3 Months
+1.24%
6 Months
+3.54%
YTD
+3.15%
1 Year
+10.56%
3 Years (annualized)
+8.29%
5 Years (annualized)
+2.96%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTAPX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+7.21%
vs Peers
-4.06%

LTAPX Mutual Fund Performance

LTAPX performance across multiple time periods: 1-month 1.24%, YTD 3.15%, 1-year 10.56%, 3-year 8.29%, 5-year 2.96%, 10-year 5.42%.

LTAPX returns trail the peer average of 7.21% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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