LTRAX Mutual Fund

NAV$8.54

Returns Overview

1 Month
-1.61%
3 Months
-2.06%
6 Months
-3.28%
YTD
-3.28%
1 Year
+2.07%
3 Years (annualized)
+3.96%
5 Years (annualized)
-0.28%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.28%
Peer Avg (YTD)
+3.23%
vs Peers
-6.51%

LTRAX Mutual Fund Performance

LTRAX performance across multiple time periods: 1-month -1.61%, YTD -3.28%, 1-year 2.07%, 3-year 3.96%, 5-year -0.28%, 10-year 1.43%.

LTRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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