LTSTX Mutual Fund

LTSTX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
+0.09%
3 Months
-0.70%
6 Months
+0.97%
YTD
+3.45%
1 Year
+4.88%
3 Years (annualized)
+11.84%
5 Years (annualized)
+4.01%
10 Years (annualized)
+7.40%

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
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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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+6.70%
vs Peers
-3.25%

LTSTX Mutual Fund Performance

LTSTX performance across multiple time periods: 1-month 0.09%, YTD 3.45%, 1-year 4.88%, 3-year 11.84%, 5-year 4.01%, 10-year 7.40%.

LTSTX returns trail the peer average of 6.70% 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.