LTUIX Mutual Fund

LTUIX Mutual Fund

NAV$11.81
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Returns Overview

1 Month
-2.23%
3 Months
-2.60%
6 Months
-2.38%
YTD
-1.81%
1 Year
-0.75%
3 Years (annualized)
+4.24%
5 Years (annualized)
+0.97%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUIX 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
Bloomberg US Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
-1.81%
Peer Avg (YTD)
+0.64%
vs Peers
-2.44%

LTUIX Mutual Fund Performance

LTUIX performance across multiple time periods: 1-month -2.23%, YTD -1.81%, 1-year -0.75%, 3-year 4.24%, 5-year 0.97%, 10-year 1.31%.

LTUIX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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