LTMRX Mutual Fund

LTMRX Mutual Fund

NAV$22.88
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Returns Overview

1 Month
+0.27%
3 Months
+3.62%
6 Months
+6.90%
YTD
+9.59%
1 Year
+16.45%
3 Years (annualized)
+13.28%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMRX 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)
+9.59%
Peer Avg (YTD)
+6.99%
vs Peers
+2.60%

LTMRX Mutual Fund Performance

LTMRX performance across multiple time periods: 1-month 0.27%, YTD 9.59%, 1-year 16.45%, 3-year 13.28%, 5-year 7.24%, 10-year 9.67%.

LTMRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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