LTMDX Mutual Fund

LTMDX Mutual Fund

NAV$22.42
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Returns Overview

1 Month
-2.46%
3 Months
-0.54%
6 Months
+9.91%
YTD
+8.62%
1 Year
+10.74%
3 Years (annualized)
+14.18%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMDX 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)
+8.62%
Peer Avg (YTD)
+7.09%
vs Peers
+1.53%

LTMDX Mutual Fund Performance

LTMDX performance across multiple time periods: 1-month -2.46%, YTD 8.62%, 1-year 10.74%, 3-year 14.18%, 5-year 6.80%, 10-year 9.52%.

LTMDX 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.

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