LTRVX Mutual Fund

LTRVX Mutual Fund

NAV$16.12
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Returns Overview

1 Month
+0.13%
3 Months
+3.14%
6 Months
+5.20%
YTD
+6.92%
1 Year
+14.81%
3 Years (annualized)
+12.28%
5 Years (annualized)
+6.24%
10 Years (annualized)
+9.36%

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)
+6.92%
Peer Avg (YTD)
+6.99%
vs Peers
-0.08%

LTRVX Mutual Fund Performance

LTRVX performance across multiple time periods: 1-month 0.13%, YTD 6.92%, 1-year 14.81%, 3-year 12.28%, 5-year 6.24%, 10-year 9.36%.

LTRVX returns trail the peer average of 6.99% 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.