LTFDX Mutual Fund

NAV$18.66

Returns Overview

1 Month
+0.17%
3 Months
+11.27%
6 Months
+8.42%
YTD
+7.52%
1 Year
+17.14%
3 Years (annualized)
+14.21%
5 Years (annualized)
+7.07%
10 Years (annualized)
+10.33%

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
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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+7.64%
vs Peers
-0.12%

LTFDX Mutual Fund Performance

LTFDX performance across multiple time periods: 1-month 0.17%, YTD 7.52%, 1-year 17.14%, 3-year 14.21%, 5-year 7.07%, 10-year 10.33%.

LTFDX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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