LTTAX Mutual Fund

LTTAX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+2.53%
3 Months
+1.29%
6 Months
+3.30%
YTD
+2.37%
1 Year
+10.00%
3 Years (annualized)
+7.76%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTTAX 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
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+4.19%
vs Peers
-1.81%

LTTAX Mutual Fund Performance

LTTAX performance across multiple time periods: 1-month 2.53%, YTD 2.37%, 1-year 10.00%, 3-year 7.76%, 5-year 3.62%, 10-year 5.94%.

LTTAX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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