LTXFX Mutual Fund

LTXFX Mutual Fund

NAV$15.40
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Returns Overview

1 Month
+2.82%
3 Months
+0.28%
6 Months
-0.04%
YTD
+0.46%
1 Year
+0.92%
3 Years (annualized)
+4.18%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTXFX 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)
+0.46%
Peer Avg (YTD)
-0.30%
vs Peers
+0.76%

LTXFX Mutual Fund Performance

LTXFX performance across multiple time periods: 1-month 2.82%, YTD 0.46%, 1-year 0.92%, 3-year 4.18%, 5-year 1.33%, 10-year 1.67%.

LTXFX returns outperform the peer average of -0.30% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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