LTRCX Mutual Fund

LTRCX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.34%
3 Months
-0.94%
6 Months
-2.74%
YTD
-1.64%
1 Year
+1.20%
3 Years (annualized)
+3.20%
5 Years (annualized)
-1.18%
10 Years (annualized)
+0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.64%
Peer Avg (YTD)
+2.15%
vs Peers
-3.79%

LTRCX Mutual Fund Performance

LTRCX performance across multiple time periods: 1-month 0.34%, YTD -1.64%, 1-year 1.20%, 3-year 3.20%, 5-year -1.18%, 10-year 0.65%.

LTRCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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