LTMCX Mutual Fund

LTMCX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
-2.88%
3 Months
-3.50%
6 Months
-2.53%
YTD
-2.63%
1 Year
-2.08%
3 Years (annualized)
+2.91%
5 Years (annualized)
+0.61%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMCX 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)
-2.63%
Peer Avg (YTD)
-3.84%
vs Peers
+1.21%

LTMCX Mutual Fund Performance

LTMCX performance across multiple time periods: 1-month -2.88%, YTD -2.63%, 1-year -2.08%, 3-year 2.91%, 5-year 0.61%, 10-year 0.92%.

LTMCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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