LTRCX Mutual Fund

NAV$8.56

Returns Overview

1 Month
+0.11%
3 Months
+0.43%
6 Months
-0.60%
YTD
-0.60%
1 Year
+1.68%
3 Years (annualized)
+3.38%
5 Years (annualized)
-0.83%
10 Years (annualized)
+0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.60%
Peer Avg (YTD)
+3.23%
vs Peers
-3.83%

LTRCX Mutual Fund Performance

LTRCX performance across multiple time periods: 1-month 0.11%, YTD -0.60%, 1-year 1.68%, 3-year 3.38%, 5-year -0.83%, 10-year 0.86%.

LTRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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