LTVPX Mutual Fund

LTVPX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
+0.09%
3 Months
-0.81%
6 Months
+0.64%
YTD
+2.90%
1 Year
+4.25%
3 Years (annualized)
+11.24%
5 Years (annualized)
+3.43%
10 Years (annualized)
+6.79%

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)
+2.90%
Peer Avg (YTD)
+6.70%
vs Peers
-3.80%

LTVPX Mutual Fund Performance

LTVPX performance across multiple time periods: 1-month 0.09%, YTD 2.90%, 1-year 4.25%, 3-year 11.24%, 5-year 3.43%, 10-year 6.79%.

LTVPX returns trail the peer average of 6.70% 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.