LTUQX Mutual Fund

NAV$12.21

Returns Overview

1 Month
+0.09%
3 Months
+0.04%
6 Months
+0.49%
YTD
+0.57%
1 Year
+2.97%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUQX 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 Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+1.92%
vs Peers
-1.35%

LTUQX Mutual Fund Performance

LTUQX performance across multiple time periods: 1-month 0.09%, YTD 0.57%, 1-year 2.97%, 3-year 3.73%, 5-year 0.55%.

LTUQX returns trail the peer average of 1.92% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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