LTFIX Mutual Fund

LTFIX Mutual Fund

NAV$19.54
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Returns Overview

1 Month
+0.32%
3 Months
+3.75%
6 Months
+6.24%
YTD
+8.17%
1 Year
+17.03%
3 Years (annualized)
+13.90%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFIX 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
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📉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)
+8.17%
Peer Avg (YTD)
+6.99%
vs Peers
+1.18%

LTFIX Mutual Fund Performance

LTFIX performance across multiple time periods: 1-month 0.32%, YTD 8.17%, 1-year 17.03%, 3-year 13.90%, 5-year 7.54%, 10-year 10.59%.

LTFIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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