LTPDX Mutual Fund

LTPDX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+1.06%
3 Months
+0.88%
6 Months
+2.97%
YTD
+5.05%
1 Year
+8.78%
3 Years (annualized)
+2.64%
5 Years (annualized)
-3.10%
10 Years (annualized)
+0.79%

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
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📉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 Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+8.76%
vs Peers
-3.71%

LTPDX Mutual Fund Performance

LTPDX performance across multiple time periods: 1-month 1.06%, YTD 5.05%, 1-year 8.78%, 3-year 2.64%, 5-year -3.10%, 10-year 0.79%.

LTPDX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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