LTMSX Mutual Fund

NAV$22.75

Returns Overview

1 Month
+1.02%
3 Months
+10.63%
6 Months
+10.10%
YTD
+9.46%
1 Year
+16.98%
3 Years (annualized)
+14.23%
5 Years (annualized)
+7.69%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+7.64%
vs Peers
+1.82%

LTMSX Mutual Fund Performance

LTMSX performance across multiple time periods: 1-month 1.02%, YTD 9.46%, 1-year 16.98%, 3-year 14.23%, 5-year 7.69%, 10-year 10.38%.

LTMSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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