LTVPX Mutual Fund

LTVPX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
-0.36%
3 Months
+1.47%
6 Months
+2.69%
YTD
+3.75%
1 Year
+9.27%
3 Years (annualized)
+8.92%
5 Years (annualized)
+3.87%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTVPX 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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+6.99%
vs Peers
-3.25%

LTVPX Mutual Fund Performance

LTVPX performance across multiple time periods: 1-month -0.36%, YTD 3.75%, 1-year 9.27%, 3-year 8.92%, 5-year 3.87%, 10-year 6.75%.

LTVPX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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