LTEEX Mutual Fund

NAV$11.52

Returns Overview

1 Month
+1.57%
3 Months
+0.95%
6 Months
+5.61%
YTD
+10.19%
1 Year
+14.19%
3 Years (annualized)
+2.26%
5 Years (annualized)
+5.89%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTEEX 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

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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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+14.82%
vs Peers
-4.63%

LTEEX Mutual Fund Performance

LTEEX performance across multiple time periods: 1-month 1.57%, YTD 10.19%, 1-year 14.19%, 3-year 2.26%, 5-year 5.89%, 10-year 5.05%.

LTEEX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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