LTMIX Mutual Fund

LTMIX Mutual Fund

NAV$13.11
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Returns Overview

1 Month
-2.83%
3 Months
-3.34%
6 Months
-2.20%
YTD
-2.15%
1 Year
-1.37%
3 Years (annualized)
+3.49%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMIX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
-2.15%
Peer Avg (YTD)
-3.84%
vs Peers
+1.69%

LTMIX Mutual Fund Performance

LTMIX performance across multiple time periods: 1-month -2.83%, YTD -2.15%, 1-year -1.37%, 3-year 3.49%, 5-year 1.13%, 10-year 1.44%.

LTMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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