LTRHX Mutual Fund

LTRHX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.54%
3 Months
-0.59%
6 Months
-2.25%
YTD
-0.06%
1 Year
+2.27%
3 Years (annualized)
+3.99%
5 Years (annualized)
-0.37%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRHX 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)
-0.06%
Peer Avg (YTD)
+2.15%
vs Peers
-2.21%

LTRHX Mutual Fund Performance

LTRHX performance across multiple time periods: 1-month 0.54%, YTD -0.06%, 1-year 2.27%, 3-year 3.99%, 5-year -0.37%, 10-year 0.48%.

LTRHX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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