LTMLX Mutual Fund

LTMLX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
+0.26%
3 Months
-0.35%
6 Months
+3.57%
YTD
+9.82%
1 Year
+12.00%
3 Years (annualized)
+18.00%
5 Years (annualized)
+7.73%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMLX 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)
+9.82%
Peer Avg (YTD)
+6.70%
vs Peers
+3.12%

LTMLX Mutual Fund Performance

LTMLX performance across multiple time periods: 1-month 0.26%, YTD 9.82%, 1-year 12.00%, 3-year 18.00%, 5-year 7.73%, 10-year 11.04%.

LTMLX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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