LTTBX Mutual Fund

NAV$13.18

Returns Overview

1 Month
-2.44%
3 Months
-2.08%
6 Months
-5.99%
YTD
-0.53%
1 Year
+9.25%
3 Years (annualized)
+6.97%
5 Years (annualized)
+2.85%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTTBX 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 Commodity Index(BCOM)
This Mutual Fund (YTD)
-0.53%
Peer Avg (YTD)
+4.19%
vs Peers
-4.72%

LTTBX Mutual Fund Performance

LTTBX performance across multiple time periods: 1-month -2.44%, YTD -0.53%, 1-year 9.25%, 3-year 6.97%, 5-year 2.85%, 10-year 5.14%.

LTTBX returns trail the peer average of 4.19% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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