LTPDX Mutual Fund

NAV$11.45

Returns Overview

1 Month
+0.18%
3 Months
+6.06%
6 Months
+4.79%
YTD
+4.31%
1 Year
+10.45%
3 Years (annualized)
+10.01%
5 Years (annualized)
+4.46%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTPDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+7.64%
vs Peers
-3.33%

LTPDX Mutual Fund Performance

LTPDX performance across multiple time periods: 1-month 0.18%, YTD 4.31%, 1-year 10.45%, 3-year 10.01%, 5-year 4.46%, 10-year 7.42%.

LTPDX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

LTPDX performance comparison shows side-by-side returns with another fund. LTPDX alternatives are available in the Mutual Fund Screener.