LTCIX Mutual Fund

LTCIX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
-3.01%
3 Months
-3.54%
6 Months
-2.31%
YTD
-2.59%
1 Year
-1.88%
3 Years (annualized)
+3.37%
5 Years (annualized)
+1.30%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTCIX 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)
-2.59%
Peer Avg (YTD)
-3.88%
vs Peers
+1.28%

LTCIX Mutual Fund Performance

LTCIX performance across multiple time periods: 1-month -3.01%, YTD -2.59%, 1-year -1.88%, 3-year 3.37%, 5-year 1.30%, 10-year 1.26%.

LTCIX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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