LTFPX Mutual Fund

NAV$19.10

Returns Overview

1 Month
+0.22%
3 Months
+11.38%
6 Months
+8.65%
YTD
+7.71%
1 Year
+17.55%
3 Years (annualized)
+14.60%
5 Years (annualized)
+7.42%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFPX 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
PROUpgrade to run

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)
+7.71%
Peer Avg (YTD)
+7.64%
vs Peers
+0.07%

LTFPX Mutual Fund Performance

LTFPX performance across multiple time periods: 1-month 0.22%, YTD 7.71%, 1-year 17.55%, 3-year 14.60%, 5-year 7.42%, 10-year 10.68%.

LTFPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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