LTTIX Mutual Fund

NAV$13.01

Returns Overview

1 Month
-2.91%
3 Months
-2.40%
6 Months
-7.93%
YTD
-0.76%
1 Year
+10.33%
3 Years (annualized)
+8.04%
5 Years (annualized)
+3.87%
10 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTTIX 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)
-0.76%
Peer Avg (YTD)
+4.19%
vs Peers
-4.95%

LTTIX Mutual Fund Performance

LTTIX performance across multiple time periods: 1-month -2.91%, YTD -0.76%, 1-year 10.33%, 3-year 8.04%, 5-year 3.87%, 10-year 6.20%.

LTTIX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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