LTIUX Mutual Fund

LTIUX Mutual Fund

NAV$14.17
See how much of LTIUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.35%
3 Months
+1.42%
6 Months
+4.54%
YTD
+6.89%
1 Year
+11.58%
3 Years (annualized)
+12.76%
5 Years (annualized)
+5.64%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTIUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+8.76%
vs Peers
-1.87%

LTIUX Mutual Fund Performance

LTIUX performance across multiple time periods: 1-month 1.35%, YTD 6.89%, 1-year 11.58%, 3-year 12.76%, 5-year 5.64%, 10-year 9.00%.

LTIUX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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