LTNYX Mutual Fund

LTNYX Mutual Fund

NAV$2.67
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Returns Overview

1 Month
-2.60%
3 Months
-4.08%
6 Months
-2.50%
YTD
-1.96%
1 Year
-0.72%
3 Years (annualized)
+3.37%
5 Years (annualized)
+0.81%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTNYX 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 Municipal New York Investment Grade 4-7 Years Bond Index
This Mutual Fund (YTD)
-1.96%
Peer Avg (YTD)
-3.82%
vs Peers
+1.87%

LTNYX Mutual Fund Performance

LTNYX performance across multiple time periods: 1-month -2.60%, YTD -1.96%, 1-year -0.72%, 3-year 3.37%, 5-year 0.81%, 10-year 2.11%.

LTNYX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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