LTRDX Mutual Fund

NAV$16.33

Returns Overview

1 Month
+0.19%
3 Months
+10.24%
6 Months
+7.80%
YTD
+6.93%
1 Year
+16.02%
3 Years (annualized)
+13.60%
5 Years (annualized)
+6.75%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRDX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+7.64%
vs Peers
-0.71%

LTRDX Mutual Fund Performance

LTRDX performance across multiple time periods: 1-month 0.19%, YTD 6.93%, 1-year 16.02%, 3-year 13.60%, 5-year 6.75%, 10-year 10.05%.

LTRDX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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