LTMDX Mutual Fund

LTMDX Mutual Fund

NAV$22.20
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Returns Overview

1 Month
+0.14%
3 Months
-0.63%
6 Months
+2.97%
YTD
+8.77%
1 Year
+10.69%
3 Years (annualized)
+16.09%
5 Years (annualized)
+6.18%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMDX 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
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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)
+8.77%
Peer Avg (YTD)
+6.70%
vs Peers
+2.07%

LTMDX Mutual Fund Performance

LTMDX performance across multiple time periods: 1-month 0.14%, YTD 8.77%, 1-year 10.69%, 3-year 16.09%, 5-year 6.18%, 10-year 9.45%.

LTMDX 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.

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