LTXCX Mutual Fund

LTXCX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-1.05%
3 Months
-0.49%
6 Months
-0.99%
YTD
-0.21%
1 Year
+2.23%
3 Years (annualized)
+2.59%
5 Years (annualized)
+0.41%
10 Years (annualized)
+0.92%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Short-Intermediate 1-10 Years Index
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+0.23%
vs Peers
-0.44%

LTXCX Mutual Fund Performance

LTXCX performance across multiple time periods: 1-month -1.05%, YTD -0.21%, 1-year 2.23%, 3-year 2.59%, 5-year 0.41%, 10-year 0.92%.

LTXCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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