LTRQX Mutual Fund

LTRQX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
+1.81%
3 Months
-0.67%
6 Months
-1.53%
YTD
-2.19%
1 Year
-2.18%
3 Years (annualized)
+3.79%
5 Years (annualized)
-1.62%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRQX 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)
-2.19%
Peer Avg (YTD)
+1.93%
vs Peers
-4.11%

LTRQX Mutual Fund Performance

LTRQX performance across multiple time periods: 1-month 1.81%, YTD -2.19%, 1-year -2.18%, 3-year 3.79%, 5-year -1.62%, 10-year 0.48%.

LTRQX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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