LTRGX Mutual Fund

LTRGX Mutual Fund

NAV$14.83
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.00%
3 Months
+2.28%
6 Months
+7.65%
YTD
+15.47%
1 Year
+17.60%
3 Years (annualized)
+3.58%
5 Years (annualized)
+7.85%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+15.47%
Peer Avg (YTD)
+14.82%
vs Peers
+0.65%

LTRGX Mutual Fund Performance

LTRGX performance across multiple time periods: 1-month 3.00%, YTD 15.47%, 1-year 17.60%, 3-year 3.58%, 5-year 7.85%, 10-year 7.08%.

LTRGX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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