LITCX Mutual Fund

LITCX Mutual Fund

NAV$9.13
See how much of LITCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.06%
3 Months
-4.46%
6 Months
-2.92%
YTD
-3.02%
1 Year
-1.77%
3 Years (annualized)
+2.65%
5 Years (annualized)
+0.05%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LITCX 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 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-3.02%
Peer Avg (YTD)
-3.84%
vs Peers
+0.82%

LITCX Mutual Fund Performance

LITCX performance across multiple time periods: 1-month -3.06%, YTD -3.02%, 1-year -1.77%, 3-year 2.65%, 5-year 0.05%, 10-year 0.93%.

LITCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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