LTUGX Mutual Fund

LTUGX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+0.25%
3 Months
-0.27%
6 Months
-1.63%
YTD
+0.35%
1 Year
+1.74%
3 Years (annualized)
+3.95%
5 Years (annualized)
+0.64%
10 Years (annualized)
+0.95%

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
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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 US Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+1.88%
vs Peers
-1.53%

LTUGX Mutual Fund Performance

LTUGX performance across multiple time periods: 1-month 0.25%, YTD 0.35%, 1-year 1.74%, 3-year 3.95%, 5-year 0.64%, 10-year 0.95%.

LTUGX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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