LTMUX Mutual Fund

NAV$23.05

Returns Overview

1 Month
+0.30%
3 Months
+3.83%
6 Months
+7.26%
YTD
+10.08%
1 Year
+17.58%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMUX 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)
+10.08%
Peer Avg (YTD)
+7.64%
vs Peers
+2.44%

LTMUX Mutual Fund Performance

LTMUX performance across multiple time periods: 1-month 0.30%, YTD 10.08%, 1-year 17.58%, 3-year 14.82%, 5-year 8.24%, 10-year 10.94%.

LTMUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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