LTMLX Mutual Fund

LTMLX Mutual Fund

NAV$23.12
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Returns Overview

1 Month
-2.39%
3 Months
-0.26%
6 Months
+10.54%
YTD
+9.54%
1 Year
+11.97%
3 Years (annualized)
+15.52%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTMLX 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)
+9.54%
Peer Avg (YTD)
+7.09%
vs Peers
+2.45%

LTMLX Mutual Fund Performance

LTMLX performance across multiple time periods: 1-month -2.39%, YTD 9.54%, 1-year 11.97%, 3-year 15.52%, 5-year 8.05%, 10-year 10.95%.

LTMLX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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