LTRVX Mutual Fund

LTRVX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
+1.65%
3 Months
+1.97%
6 Months
+6.23%
YTD
+8.68%
1 Year
+14.04%
3 Years (annualized)
+14.74%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.80%

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
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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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+8.76%
vs Peers
-0.08%

LTRVX Mutual Fund Performance

LTRVX performance across multiple time periods: 1-month 1.65%, YTD 8.68%, 1-year 14.04%, 3-year 14.74%, 5-year 6.72%, 10-year 9.80%.

LTRVX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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