LTRDX Mutual Fund

LTRDX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-1.47%
3 Months
+0.31%
6 Months
+10.58%
YTD
+7.27%
1 Year
+10.39%
3 Years (annualized)
+15.09%
5 Years (annualized)
+7.05%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRDX 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 Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+7.09%
vs Peers
+0.18%

LTRDX Mutual Fund Performance

LTRDX performance across multiple time periods: 1-month -1.47%, YTD 7.27%, 1-year 10.39%, 3-year 15.09%, 5-year 7.05%, 10-year 10.14%.

LTRDX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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