LTXCX Mutual Fund

LTXCX Mutual Fund

NAV$15.40
See how much of LTXCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.77%
3 Months
+0.11%
6 Months
-0.37%
YTD
-0.10%
1 Year
+0.24%
3 Years (annualized)
+3.48%
5 Years (annualized)
+0.65%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTXCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Short-Intermediate 1-10 Years Index
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.07%
vs Peers
-0.16%

LTXCX Mutual Fund Performance

LTXCX performance across multiple time periods: 1-month 2.77%, YTD -0.10%, 1-year 0.24%, 3-year 3.48%, 5-year 0.65%, 10-year 0.99%.

LTXCX returns trail the peer average of 0.07% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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