LTFOX Mutual Fund

LTFOX Mutual Fund

NAV$22.92
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Returns Overview

1 Month
-2.08%
3 Months
-1.78%
6 Months
+9.12%
YTD
+9.50%
1 Year
+13.78%
3 Years (annualized)
+19.94%
5 Years (annualized)
+12.91%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTFOX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+10.00%
vs Peers
-0.49%

LTFOX Mutual Fund Performance

LTFOX performance across multiple time periods: 1-month -2.08%, YTD 9.50%, 1-year 13.78%, 3-year 19.94%, 5-year 12.91%, 10-year 10.99%.

LTFOX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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