LTUGX Mutual Fund

NAV$12.13

Returns Overview

1 Month
+0.12%
3 Months
+0.14%
6 Months
+0.66%
YTD
+0.75%
1 Year
+3.37%
3 Years (annualized)
+3.99%
5 Years (annualized)
+0.81%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUGX 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
Bloomberg US Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+1.92%
vs Peers
-1.18%

LTUGX Mutual Fund Performance

LTUGX performance across multiple time periods: 1-month 0.12%, YTD 0.75%, 1-year 3.37%, 3-year 3.99%, 5-year 0.81%, 10-year 0.97%.

LTUGX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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