LTXCX Mutual Fund

NAV$15.54

Returns Overview

1 Month
+0.35%
3 Months
+1.05%
6 Months
+0.85%
YTD
+0.85%
1 Year
+3.69%
3 Years (annualized)
+2.97%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTXCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Short-Intermediate 1-10 Years Index
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+1.79%
vs Peers
-0.93%

LTXCX Mutual Fund Performance

LTXCX performance across multiple time periods: 1-month 0.35%, YTD 0.85%, 1-year 3.69%, 3-year 2.97%, 5-year 0.65%, 10-year 1.03%.

LTXCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

LTXCX performance comparison shows side-by-side returns with another fund. LTXCX alternatives are available in the Mutual Fund Screener.