LTUIX Mutual Fund

LTUIX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-0.62%
3 Months
-0.28%
6 Months
-0.18%
YTD
+0.19%
1 Year
+3.14%
3 Years (annualized)
+4.06%
5 Years (annualized)
+0.88%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUIX 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)
+0.19%
Peer Avg (YTD)
+1.70%
vs Peers
-1.51%

LTUIX Mutual Fund Performance

LTUIX performance across multiple time periods: 1-month -0.62%, YTD 0.19%, 1-year 3.14%, 3-year 4.06%, 5-year 0.88%, 10-year 1.27%.

LTUIX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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