LTMAX Mutual Fund

NAV$22.78

Returns Overview

1 Month
+0.26%
3 Months
+3.78%
6 Months
+7.15%
YTD
+9.89%
1 Year
+17.32%
3 Years (annualized)
+14.52%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMAX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+7.64%
vs Peers
+2.25%

LTMAX Mutual Fund Performance

LTMAX performance across multiple time periods: 1-month 0.26%, YTD 9.89%, 1-year 17.32%, 3-year 14.52%, 5-year 7.97%, 10-year 10.66%.

LTMAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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