LTBYX Mutual Fund

NAV$2.77

Returns Overview

1 Month
+0.69%
3 Months
+1.71%
6 Months
+2.34%
YTD
+2.34%
1 Year
+6.20%
3 Years (annualized)
+3.96%
5 Years (annualized)
+1.56%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTBYX 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 Municipal New York Investment Grade 4-7 Years Bond Index
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+1.79%
vs Peers
+0.56%

LTBYX Mutual Fund Performance

LTBYX performance across multiple time periods: 1-month 0.69%, YTD 2.34%, 1-year 6.20%, 3-year 3.96%, 5-year 1.56%, 10-year 2.65%.

LTBYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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