LUTAX Mutual Fund

LUTAX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+1.91%
3 Months
-0.08%
6 Months
-0.89%
YTD
-0.83%
1 Year
-0.85%
3 Years (annualized)
+3.97%
5 Years (annualized)
-0.91%
10 Years (annualized)
+0.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUTAX 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
FTSE USBIG Treasury Index(^FUSBIGTI)
This Mutual Fund (YTD)
-0.83%
Peer Avg (YTD)
+1.93%
vs Peers
-2.76%

LUTAX Mutual Fund Performance

LUTAX performance across multiple time periods: 1-month 1.91%, YTD -0.83%, 1-year -0.85%, 3-year 3.97%, 5-year -0.91%, 10-year 0.56%.

LUTAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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