LTXFX Mutual Fund

LTXFX Mutual Fund

NAV$15.26
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Returns Overview

1 Month
-1.00%
3 Months
-0.32%
6 Months
-0.65%
YTD
+0.18%
1 Year
+2.92%
3 Years (annualized)
+3.29%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTXFX 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)
+0.18%
Peer Avg (YTD)
+0.23%
vs Peers
-0.05%

LTXFX Mutual Fund Performance

LTXFX performance across multiple time periods: 1-month -1.00%, YTD 0.18%, 1-year 2.92%, 3-year 3.29%, 5-year 1.08%, 10-year 1.60%.

LTXFX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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