LTUQX Mutual Fund

LTUQX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
+0.18%
3 Months
-0.41%
6 Months
-1.84%
YTD
+0.07%
1 Year
+1.37%
3 Years (annualized)
+3.64%
5 Years (annualized)
+0.38%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUQX 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)
+0.07%
Peer Avg (YTD)
+1.88%
vs Peers
-1.81%

LTUQX Mutual Fund Performance

LTUQX performance across multiple time periods: 1-month 0.18%, YTD 0.07%, 1-year 1.37%, 3-year 3.64%, 5-year 0.38%, 10-year 0.59%.

LTUQX returns trail the peer average of 1.88% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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