LTFGX Mutual Fund

LTFGX Mutual Fund

NAV$16.65
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Returns Overview

1 Month
+3.30%
3 Months
+2.60%
6 Months
+8.01%
YTD
+16.60%
1 Year
+18.75%
3 Years (annualized)
+4.06%
5 Years (annualized)
+8.41%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+16.60%
Peer Avg (YTD)
+14.82%
vs Peers
+1.78%

LTFGX Mutual Fund Performance

LTFGX performance across multiple time periods: 1-month 3.30%, YTD 16.60%, 1-year 18.75%, 3-year 4.06%, 5-year 8.41%, 10-year 7.49%.

LTFGX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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