LTMFX Mutual Fund

LTMFX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
+0.27%
3 Months
-0.16%
6 Months
-1.05%
YTD
+0.50%
1 Year
+2.03%
3 Years (annualized)
+3.22%
5 Years (annualized)
+0.97%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMFX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+0.15%
vs Peers
+0.35%

LTMFX Mutual Fund Performance

LTMFX performance across multiple time periods: 1-month 0.27%, YTD 0.50%, 1-year 2.03%, 3-year 3.22%, 5-year 0.97%, 10-year 1.21%.

LTMFX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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