LTAGX Mutual Fund

LTAGX Mutual Fund

NAV$19.91
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Returns Overview

1 Month
-1.32%
3 Months
-9.47%
6 Months
+16.91%
YTD
+15.84%
1 Year
+20.41%
3 Years (annualized)
+19.50%
5 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTAGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+8.68%
vs Peers
+7.16%

LTAGX Mutual Fund Performance

LTAGX performance across multiple time periods: 1-month -1.32%, YTD 15.84%, 1-year 20.41%, 3-year 19.50%, 5-year 6.27%.

LTAGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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