LTMRX Mutual Fund

NAV$22.62

Returns Overview

1 Month
+0.22%
3 Months
+3.57%
6 Months
+6.85%
YTD
+9.54%
1 Year
+16.48%
3 Years (annualized)
+13.69%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMRX 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)
+9.54%
Peer Avg (YTD)
+7.64%
vs Peers
+1.90%

LTMRX Mutual Fund Performance

LTMRX performance across multiple time periods: 1-month 0.22%, YTD 9.54%, 1-year 16.48%, 3-year 13.69%, 5-year 7.16%, 10-year 9.97%.

LTMRX 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.

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