LOTCX Mutual Fund

NAV$12.77

Returns Overview

1 Month
-1.10%
3 Months
+7.68%
6 Months
+21.70%
YTD
+21.00%
1 Year
+35.27%
3 Years (annualized)
+5.02%
5 Years (annualized)
+7.19%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOTCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays CTA Index
This Mutual Fund (YTD)
+21.00%
Peer Avg (YTD)
+3.47%
vs Peers
+17.52%

LOTCX Mutual Fund Performance

LOTCX performance across multiple time periods: 1-month -1.10%, YTD 21.00%, 1-year 35.27%, 3-year 5.02%, 5-year 7.19%, 10-year 3.41%.

LOTCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.81%, investors should weigh costs against performance when evaluating this mutual fund.

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