LTPEX Mutual Fund

LTPEX Mutual Fund

NAV$13.96
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Returns Overview

1 Month
+1.29%
3 Months
+1.29%
6 Months
+4.36%
YTD
+6.65%
1 Year
+11.20%
3 Years (annualized)
+12.44%
5 Years (annualized)
+5.35%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTPEX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+8.76%
vs Peers
-2.11%

LTPEX Mutual Fund Performance

LTPEX performance across multiple time periods: 1-month 1.29%, YTD 6.65%, 1-year 11.20%, 3-year 12.44%, 5-year 5.35%, 10-year 8.72%.

LTPEX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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