LTSEX Mutual Fund

LTSEX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
+2.27%
3 Months
+1.58%
6 Months
+6.87%
YTD
+12.84%
1 Year
+17.72%
3 Years (annualized)
+3.38%
5 Years (annualized)
+7.45%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTSEX 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
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📉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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+14.82%
vs Peers
-1.97%

LTSEX Mutual Fund Performance

LTSEX performance across multiple time periods: 1-month 2.27%, YTD 12.84%, 1-year 17.72%, 3-year 3.38%, 5-year 7.45%, 10-year 6.92%.

LTSEX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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