LTTRX Mutual Fund

NAV$12.99

Returns Overview

1 Month
-2.18%
3 Months
-3.20%
6 Months
-7.54%
YTD
-1.59%
1 Year
+7.86%
3 Years (annualized)
+6.52%
5 Years (annualized)
+2.59%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTTRX 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)
-1.59%
Peer Avg (YTD)
+4.19%
vs Peers
-5.78%

LTTRX Mutual Fund Performance

LTTRX performance across multiple time periods: 1-month -2.18%, YTD -1.59%, 1-year 7.86%, 3-year 6.52%, 5-year 2.59%, 10-year 5.23%.

LTTRX 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.

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