LTCIX Mutual Fund

LTCIX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
-0.97%
3 Months
-0.21%
6 Months
-0.72%
YTD
-0.00%
1 Year
+2.86%
3 Years (annualized)
+3.11%
5 Years (annualized)
+1.20%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTCIX 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
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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)
-0.00%
Peer Avg (YTD)
+0.39%
vs Peers
-0.39%

LTCIX Mutual Fund Performance

LTCIX performance across multiple time periods: 1-month -0.97%, YTD -0.00%, 1-year 2.86%, 3-year 3.11%, 5-year 1.20%, 10-year 1.22%.

LTCIX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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