LTRVX Mutual Fund

NAV$16.03

Returns Overview

1 Month
+0.19%
3 Months
+10.14%
6 Months
+7.58%
YTD
+6.78%
1 Year
+15.66%
3 Years (annualized)
+13.26%
5 Years (annualized)
+6.42%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRVX 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)
+6.78%
Peer Avg (YTD)
+7.64%
vs Peers
-0.86%

LTRVX Mutual Fund Performance

LTRVX performance across multiple time periods: 1-month 0.19%, YTD 6.78%, 1-year 15.66%, 3-year 13.26%, 5-year 6.42%, 10-year 9.72%.

LTRVX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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