LTSTX Mutual Fund

LTSTX Mutual Fund

NAV$11.49
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Returns Overview

1 Month
-0.26%
3 Months
+1.68%
6 Months
+2.96%
YTD
+4.17%
1 Year
+9.94%
3 Years (annualized)
+9.56%
5 Years (annualized)
+4.49%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTSTX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+6.99%
vs Peers
-2.82%

LTSTX Mutual Fund Performance

LTSTX performance across multiple time periods: 1-month -0.26%, YTD 4.17%, 1-year 9.94%, 3-year 9.56%, 5-year 4.49%, 10-year 7.37%.

LTSTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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