LTMSX Mutual Fund

LTMSX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
+1.76%
3 Months
+3.12%
6 Months
+6.78%
YTD
+11.73%
1 Year
+16.00%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.35%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMSX 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)
+11.73%
Peer Avg (YTD)
+8.76%
vs Peers
+2.97%

LTMSX Mutual Fund Performance

LTMSX performance across multiple time periods: 1-month 1.76%, YTD 11.73%, 1-year 16.00%, 3-year 14.76%, 5-year 7.35%, 10-year 10.24%.

LTMSX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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