LTMBX Mutual Fund

LTMBX Mutual Fund

NAV$22.64
See how much of LTMBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.13%
3 Months
-0.66%
6 Months
+2.91%
YTD
+8.74%
1 Year
+10.66%
3 Years (annualized)
+16.07%
5 Years (annualized)
+5.52%
10 Years (annualized)
+9.27%

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
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 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+6.70%
vs Peers
+2.04%

LTMBX Mutual Fund Performance

LTMBX performance across multiple time periods: 1-month 0.13%, YTD 8.74%, 1-year 10.66%, 3-year 16.07%, 5-year 5.52%, 10-year 9.27%.

LTMBX returns outperform the peer average of 6.70% YTD. With an expense ratio of 1.54%, 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.