LTFIX Mutual Fund

LTFIX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-1.34%
3 Months
+0.79%
6 Months
+12.38%
YTD
+8.68%
1 Year
+12.14%
3 Years (annualized)
+15.53%
5 Years (annualized)
+7.49%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFIX 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
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📉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 Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+7.09%
vs Peers
+1.59%

LTFIX Mutual Fund Performance

LTFIX performance across multiple time periods: 1-month -1.34%, YTD 8.68%, 1-year 12.14%, 3-year 15.53%, 5-year 7.49%, 10-year 10.78%.

LTFIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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