LTUCX Mutual Fund

LTUCX Mutual Fund

NAV$11.89
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Returns Overview

1 Month
+1.54%
3 Months
-0.59%
6 Months
-1.12%
YTD
-0.70%
1 Year
-0.39%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.38%
10 Years (annualized)
+0.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
-0.70%
Peer Avg (YTD)
+1.88%
vs Peers
-2.58%

LTUCX Mutual Fund Performance

LTUCX performance across multiple time periods: 1-month 1.54%, YTD -0.70%, 1-year -0.39%, 3-year 4.14%, 5-year 0.38%, 10-year 0.61%.

LTUCX returns trail the peer average of 1.88% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

LTUCX vs another fund shows side-by-side returns. LTUCX alternatives are available in the Mutual Fund Screener.