LTMBX Mutual Fund

NAV$22.79

Returns Overview

1 Month
+0.22%
3 Months
+3.59%
6 Months
+6.74%
YTD
+9.46%
1 Year
+16.39%
3 Years (annualized)
+13.66%
5 Years (annualized)
+6.49%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMBX 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)
+9.46%
Peer Avg (YTD)
+7.64%
vs Peers
+1.82%

LTMBX Mutual Fund Performance

LTMBX performance across multiple time periods: 1-month 0.22%, YTD 9.46%, 1-year 16.39%, 3-year 13.66%, 5-year 6.49%, 10-year 9.50%.

LTMBX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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