LOTAX performance across multiple time periods: 1-month -1.02%, YTD 21.51%, 1-year 36.28%, 3-year 5.80%, 5-year 7.99%, 10-year 4.18%.

LOTAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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