LTUSX Mutual Fund

LTUSX Mutual Fund

NAV$11.82
See how much of LTUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
-0.22%
6 Months
-1.63%
YTD
+0.34%
1 Year
+1.81%
3 Years (annualized)
+3.95%
5 Years (annualized)
+0.62%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUSX 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

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)
+0.34%
Peer Avg (YTD)
+1.88%
vs Peers
-1.54%

LTUSX Mutual Fund Performance

LTUSX performance across multiple time periods: 1-month 0.22%, YTD 0.34%, 1-year 1.81%, 3-year 3.95%, 5-year 0.62%, 10-year 0.99%.

LTUSX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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