LTSGX Mutual Fund

LTSGX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+1.17%
3 Months
+0.46%
6 Months
+4.71%
YTD
+7.70%
1 Year
+9.41%
3 Years (annualized)
+0.43%
5 Years (annualized)
+3.55%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTSGX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+14.82%
vs Peers
-7.12%

LTSGX Mutual Fund Performance

LTSGX performance across multiple time periods: 1-month 1.17%, YTD 7.70%, 1-year 9.41%, 3-year 0.43%, 5-year 3.55%, 10-year 3.85%.

LTSGX returns trail the peer average of 14.82% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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