LTUQX Mutual Fund

LTUQX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
-0.67%
3 Months
-0.46%
6 Months
-0.44%
YTD
-0.11%
1 Year
+2.57%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.23%
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)
-0.11%
Peer Avg (YTD)
+1.70%
vs Peers
-1.81%

LTUQX Mutual Fund Performance

LTUQX performance across multiple time periods: 1-month -0.67%, YTD -0.11%, 1-year 2.57%, 3-year 3.47%, 5-year 0.23%, 10-year 0.59%.

LTUQX returns trail the peer average of 1.70% 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.