LTCAX Mutual Fund

LTCAX Mutual Fund

NAV$12.76
See how much of LTCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
-0.28%
6 Months
-0.55%
YTD
-0.43%
1 Year
+0.06%
3 Years (annualized)
+3.35%
5 Years (annualized)
+1.03%
10 Years (annualized)
+0.93%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
-0.12%
vs Peers
-0.31%

LTCAX Mutual Fund Performance

LTCAX performance across multiple time periods: 1-month 2.42%, YTD -0.43%, 1-year 0.06%, 3-year 3.35%, 5-year 1.03%, 10-year 0.93%.

LTCAX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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