LTEBX Mutual Fund

NAV$15.52

Returns Overview

1 Month
+0.41%
3 Months
+1.23%
6 Months
+1.20%
YTD
+1.20%
1 Year
+4.43%
3 Years (annualized)
+3.67%
5 Years (annualized)
+1.35%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTEBX 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
Bloomberg Municipal Short-Intermediate 1-10 Years Index
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+1.79%
vs Peers
-0.58%

LTEBX Mutual Fund Performance

LTEBX performance across multiple time periods: 1-month 0.41%, YTD 1.20%, 1-year 4.43%, 3-year 3.67%, 5-year 1.35%, 10-year 1.75%.

LTEBX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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