LTRIX Mutual Fund

LTRIX Mutual Fund

NAV$16.65
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Returns Overview

1 Month
+1.64%
3 Months
+2.07%
6 Months
+6.48%
YTD
+9.05%
1 Year
+14.65%
3 Years (annualized)
+15.39%
5 Years (annualized)
+7.32%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRIX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+8.76%
vs Peers
+0.29%

LTRIX Mutual Fund Performance

LTRIX performance across multiple time periods: 1-month 1.64%, YTD 9.05%, 1-year 14.65%, 3-year 15.39%, 5-year 7.32%, 10-year 10.43%.

LTRIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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