LTMAX Mutual Fund

LTMAX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
-2.41%
3 Months
-0.40%
6 Months
+10.28%
YTD
+9.17%
1 Year
+11.55%
3 Years (annualized)
+15.05%
5 Years (annualized)
+7.61%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMAX 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 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+7.09%
vs Peers
+2.08%

LTMAX Mutual Fund Performance

LTMAX performance across multiple time periods: 1-month -2.41%, YTD 9.17%, 1-year 11.55%, 3-year 15.05%, 5-year 7.61%, 10-year 10.52%.

LTMAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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