LTURX Mutual Fund

NAV$12.16

Returns Overview

1 Month
+0.18%
3 Months
+0.08%
6 Months
+0.57%
YTD
+0.65%
1 Year
+3.27%
3 Years (annualized)
+3.95%
5 Years (annualized)
+0.80%
10 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTURX 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)
+0.65%
Peer Avg (YTD)
+1.92%
vs Peers
-1.27%

LTURX Mutual Fund Performance

LTURX performance across multiple time periods: 1-month 0.18%, YTD 0.65%, 1-year 3.27%, 3-year 3.95%, 5-year 0.80%, 10-year 0.96%.

LTURX returns trail the peer average of 1.92% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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