LTMUX Mutual Fund

LTMUX Mutual Fund

NAV$23.62
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Returns Overview

1 Month
+0.35%
3 Months
+3.87%
6 Months
+7.31%
YTD
+10.12%
1 Year
+17.48%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMUX 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)
+10.12%
Peer Avg (YTD)
+6.99%
vs Peers
+3.13%

LTMUX Mutual Fund Performance

LTMUX performance across multiple time periods: 1-month 0.35%, YTD 10.12%, 1-year 17.48%, 3-year 13.81%, 5-year 7.98%, 10-year 10.59%.

LTMUX 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.

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