LTPFX Mutual Fund

NAV$7.76

Returns Overview

1 Month
+1.34%
3 Months
+1.34%
6 Months
+3.71%
YTD
+3.23%
1 Year
+10.89%
3 Years (annualized)
+8.64%
5 Years (annualized)
+3.29%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTPFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+7.21%
vs Peers
-3.98%

LTPFX Mutual Fund Performance

LTPFX performance across multiple time periods: 1-month 1.34%, YTD 3.23%, 1-year 10.89%, 3-year 8.64%, 5-year 3.29%, 10-year 5.76%.

LTPFX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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