LTRQX Mutual Fund

LTRQX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
-1.36%
3 Months
-1.24%
6 Months
-1.90%
YTD
-1.90%
1 Year
+2.25%
3 Years (annualized)
+3.02%
5 Years (annualized)
-1.10%
10 Years (annualized)
+0.87%

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
PROUpgrade to run
🏦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)
-1.90%
Peer Avg (YTD)
+0.12%
vs Peers
-2.02%

LTRQX Mutual Fund Performance

LTRQX performance across multiple time periods: 1-month -1.36%, YTD -1.90%, 1-year 2.25%, 3-year 3.02%, 5-year -1.10%, 10-year 0.87%.

LTRQX returns trail the peer average of 0.12% 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.