LTMCX Mutual Fund

LTMCX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
-0.87%
3 Months
-0.33%
6 Months
-0.72%
YTD
+0.03%
1 Year
+2.21%
3 Years (annualized)
+2.64%
5 Years (annualized)
+0.60%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMCX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.23%
vs Peers
-0.21%

LTMCX Mutual Fund Performance

LTMCX performance across multiple time periods: 1-month -0.87%, YTD 0.03%, 1-year 2.21%, 3-year 2.64%, 5-year 0.60%, 10-year 0.92%.

LTMCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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