LTMDX Mutual Fund

NAV$22.35

Returns Overview

1 Month
+0.63%
3 Months
+3.71%
6 Months
+6.63%
YTD
+9.45%
1 Year
+16.40%
3 Years (annualized)
+13.65%
5 Years (annualized)
+7.14%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMDX 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)
+9.45%
Peer Avg (YTD)
+7.64%
vs Peers
+1.81%

LTMDX Mutual Fund Performance

LTMDX performance across multiple time periods: 1-month 0.63%, YTD 9.45%, 1-year 16.40%, 3-year 13.65%, 5-year 7.14%, 10-year 9.66%.

LTMDX 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.

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