LTUIX Mutual Fund

NAV$12.15

Returns Overview

1 Month
+0.15%
3 Months
+0.23%
6 Months
+0.82%
YTD
+0.82%
1 Year
+3.61%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.14%
10 Years (annualized)
+1.33%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+1.92%
vs Peers
-1.10%

LTUIX Mutual Fund Performance

LTUIX performance across multiple time periods: 1-month 0.15%, YTD 0.82%, 1-year 3.61%, 3-year 4.32%, 5-year 1.14%, 10-year 1.33%.

LTUIX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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