LTMKX Mutual Fund

LTMKX Mutual Fund

NAV$23.49
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Returns Overview

1 Month
+0.31%
3 Months
+3.84%
6 Months
+7.29%
YTD
+10.06%
1 Year
+17.42%
3 Years (annualized)
+13.79%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMKX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+10.06%
Peer Avg (YTD)
+6.99%
vs Peers
+3.07%

LTMKX Mutual Fund Performance

LTMKX performance across multiple time periods: 1-month 0.31%, YTD 10.06%, 1-year 17.42%, 3-year 13.79%, 5-year 7.97%, 10-year 10.61%.

LTMKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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