LTSTX Mutual Fund

NAV$11.59

Returns Overview

1 Month
+0.17%
3 Months
+6.08%
6 Months
+4.92%
YTD
+4.45%
1 Year
+10.70%
3 Years (annualized)
+10.29%
5 Years (annualized)
+4.73%
10 Years (annualized)
+7.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+7.64%
vs Peers
-3.19%

LTSTX Mutual Fund Performance

LTSTX performance across multiple time periods: 1-month 0.17%, YTD 4.45%, 1-year 10.70%, 3-year 10.29%, 5-year 4.73%, 10-year 7.70%.

LTSTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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