LTRLX Mutual Fund

NAV$15.04

Returns Overview

1 Month
+3.07%
3 Months
+2.44%
6 Months
+7.92%
YTD
+16.03%
1 Year
+18.20%
3 Years (annualized)
+4.11%
5 Years (annualized)
+8.41%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+16.03%
Peer Avg (YTD)
+14.82%
vs Peers
+1.21%

LTRLX Mutual Fund Performance

LTRLX performance across multiple time periods: 1-month 3.07%, YTD 16.03%, 1-year 18.20%, 3-year 4.11%, 5-year 8.41%, 10-year 7.62%.

LTRLX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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