LTCIX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+0.50%
3 Months
+1.27%
6 Months
+0.98%
YTD
+0.98%
1 Year
+4.40%
3 Years (annualized)
+3.55%
5 Years (annualized)
+1.49%
10 Years (annualized)
+1.33%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+1.98%
vs Peers
-1.00%

LTCIX Mutual Fund Performance

LTCIX performance across multiple time periods: 1-month 0.50%, YTD 0.98%, 1-year 4.40%, 3-year 3.55%, 5-year 1.49%, 10-year 1.33%.

LTCIX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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