LTCAX Mutual Fund

LTCAX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
-3.03%
3 Months
-3.60%
6 Months
-2.44%
YTD
-2.78%
1 Year
-2.06%
3 Years (annualized)
+3.11%
5 Years (annualized)
+1.05%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTCAX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
-2.78%
Peer Avg (YTD)
-3.88%
vs Peers
+1.09%

LTCAX Mutual Fund Performance

LTCAX performance across multiple time periods: 1-month -3.03%, YTD -2.78%, 1-year -2.06%, 3-year 3.11%, 5-year 1.05%, 10-year 1.01%.

LTCAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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