LTMIX Mutual Fund

LTMIX Mutual Fund

NAV$13.44
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Returns Overview

1 Month
-0.81%
3 Months
-0.09%
6 Months
-0.39%
YTD
+0.41%
1 Year
+2.85%
3 Years (annualized)
+3.24%
5 Years (annualized)
+1.05%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMIX 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)
+0.41%
Peer Avg (YTD)
+0.23%
vs Peers
+0.18%

LTMIX Mutual Fund Performance

LTMIX performance across multiple time periods: 1-month -0.81%, YTD 0.41%, 1-year 2.85%, 3-year 3.24%, 5-year 1.05%, 10-year 1.41%.

LTMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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