LTSLX Mutual Fund

LTSLX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+1.15%
3 Months
+0.57%
6 Months
+4.89%
YTD
+8.24%
1 Year
+9.99%
3 Years (annualized)
+0.92%
5 Years (annualized)
+4.07%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTSLX 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)
+8.24%
Peer Avg (YTD)
+14.82%
vs Peers
-6.58%

LTSLX Mutual Fund Performance

LTSLX performance across multiple time periods: 1-month 1.15%, YTD 8.24%, 1-year 9.99%, 3-year 0.92%, 5-year 4.07%, 10-year 4.37%.

LTSLX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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