LTBYX Mutual Fund

LTBYX Mutual Fund

NAV$2.68
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Returns Overview

1 Month
-2.58%
3 Months
-4.02%
6 Months
-2.38%
YTD
-1.77%
1 Year
-0.47%
3 Years (annualized)
+3.63%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTBYX 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
S&P Municipal New York Investment Grade 4-7 Years Bond Index
This Mutual Fund (YTD)
-1.77%
Peer Avg (YTD)
-3.84%
vs Peers
+2.07%

LTBYX Mutual Fund Performance

LTBYX performance across multiple time periods: 1-month -2.58%, YTD -1.77%, 1-year -0.47%, 3-year 3.63%, 5-year 1.22%, 10-year 2.46%.

LTBYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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