LTMBX Mutual Fund

LTMBX Mutual Fund

NAV$22.86
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Returns Overview

1 Month
-2.50%
3 Months
-0.57%
6 Months
+9.86%
YTD
+8.60%
1 Year
+10.71%
3 Years (annualized)
+14.20%
5 Years (annualized)
+6.16%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+7.09%
vs Peers
+1.51%

LTMBX Mutual Fund Performance

LTMBX performance across multiple time periods: 1-month -2.50%, YTD 8.60%, 1-year 10.71%, 3-year 14.20%, 5-year 6.16%, 10-year 9.35%.

LTMBX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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