LTFOX Mutual Fund

LTFOX Mutual Fund

NAV$22.83
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Returns Overview

1 Month
+0.35%
3 Months
+3.68%
6 Months
+6.01%
YTD
+13.26%
1 Year
+19.22%
3 Years (annualized)
+19.94%
5 Years (annualized)
+12.91%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFOX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.26%
Peer Avg (YTD)
+12.44%
vs Peers
+0.82%

LTFOX Mutual Fund Performance

LTFOX performance across multiple time periods: 1-month 0.35%, YTD 13.26%, 1-year 19.22%, 3-year 19.94%, 5-year 12.91%, 10-year 10.99%.

LTFOX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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