LTFDX Mutual Fund

LTFDX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
+0.33%
3 Months
+3.64%
6 Months
+5.99%
YTD
+7.87%
1 Year
+16.35%
3 Years (annualized)
+13.24%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFDX 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
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🏦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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+6.99%
vs Peers
+0.88%

LTFDX Mutual Fund Performance

LTFDX performance across multiple time periods: 1-month 0.33%, YTD 7.87%, 1-year 16.35%, 3-year 13.24%, 5-year 6.92%, 10-year 9.96%.

LTFDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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