LTRPX Mutual Fund

LTRPX Mutual Fund

NAV$8.34
See how much of LTRPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.88%
3 Months
-3.82%
6 Months
-3.34%
YTD
-4.19%
1 Year
-3.71%
3 Years (annualized)
+3.52%
5 Years (annualized)
-0.85%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTRPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.19%
Peer Avg (YTD)
+0.50%
vs Peers
-4.69%

LTRPX Mutual Fund Performance

LTRPX performance across multiple time periods: 1-month -2.88%, YTD -4.19%, 1-year -3.71%, 3-year 3.52%, 5-year -0.85%, 10-year 1.04%.

LTRPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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