LTURX Mutual Fund

LTURX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
-0.67%
3 Months
-0.42%
6 Months
-0.37%
YTD
-0.02%
1 Year
+2.78%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.54%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTURX 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)
-0.02%
Peer Avg (YTD)
+1.70%
vs Peers
-1.72%

LTURX Mutual Fund Performance

LTURX performance across multiple time periods: 1-month -0.67%, YTD -0.02%, 1-year 2.78%, 3-year 3.72%, 5-year 0.54%, 10-year 0.91%.

LTURX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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