LTRPX Mutual Fund

LTRPX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+0.49%
3 Months
-0.72%
6 Months
-2.45%
YTD
-1.35%
1 Year
+1.74%
3 Years (annualized)
+3.52%
5 Years (annualized)
-0.85%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRPX 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)
-1.35%
Peer Avg (YTD)
+2.15%
vs Peers
-3.50%

LTRPX Mutual Fund Performance

LTRPX performance across multiple time periods: 1-month 0.49%, YTD -1.35%, 1-year 1.74%, 3-year 3.52%, 5-year -0.85%, 10-year 1.04%.

LTRPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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