LTAGX Mutual Fund

NAV$20.08

Returns Overview

1 Month
-10.28%
3 Months
+0.30%
6 Months
+8.48%
YTD
+14.81%
1 Year
+38.42%
3 Years (annualized)
+21.84%
5 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTAGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+8.97%
vs Peers
+5.84%

LTAGX Mutual Fund Performance

LTAGX performance across multiple time periods: 1-month -10.28%, YTD 14.81%, 1-year 38.42%, 3-year 21.84%, 5-year 8.79%.

LTAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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