LTINX Mutual Fund

NAV$7.96

Returns Overview

1 Month
+1.43%
3 Months
+1.55%
6 Months
+3.89%
YTD
+3.40%
1 Year
+11.29%
3 Years (annualized)
+8.95%
5 Years (annualized)
+3.56%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTINX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+7.21%
vs Peers
-3.81%

LTINX Mutual Fund Performance

LTINX performance across multiple time periods: 1-month 1.43%, YTD 3.40%, 1-year 11.29%, 3-year 8.95%, 5-year 3.56%, 10-year 6.04%.

LTINX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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