LTCAX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+0.48%
3 Months
+1.21%
6 Months
+0.93%
YTD
+0.85%
1 Year
+4.21%
3 Years (annualized)
+3.29%
5 Years (annualized)
+1.23%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTCAX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+1.98%
vs Peers
-1.13%

LTCAX Mutual Fund Performance

LTCAX performance across multiple time periods: 1-month 0.48%, YTD 0.85%, 1-year 4.21%, 3-year 3.29%, 5-year 1.23%, 10-year 1.08%.

LTCAX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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