LTMBX Mutual Fund

LTMBX Mutual Fund

NAV$23.20
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Returns Overview

1 Month
+0.22%
3 Months
+3.59%
6 Months
+6.74%
YTD
+9.46%
1 Year
+16.31%
3 Years (annualized)
+13.23%
5 Years (annualized)
+7.21%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+6.99%
vs Peers
+2.47%

LTMBX Mutual Fund Performance

LTMBX performance across multiple time periods: 1-month 0.22%, YTD 9.46%, 1-year 16.31%, 3-year 13.23%, 5-year 7.21%, 10-year 9.66%.

LTMBX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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