LTUQX Mutual Fund

LTUQX Mutual Fund

NAV$11.88
See how much of LTUQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.27%
3 Months
-2.75%
6 Months
-2.71%
YTD
-2.20%
1 Year
-1.37%
3 Years (annualized)
+3.64%
5 Years (annualized)
+0.38%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUQX 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 Government Intermediate Total Return Index Value Unhedged
This Mutual Fund (YTD)
-2.20%
Peer Avg (YTD)
+0.64%
vs Peers
-2.83%

LTUQX Mutual Fund Performance

LTUQX performance across multiple time periods: 1-month -2.27%, YTD -2.20%, 1-year -1.37%, 3-year 3.64%, 5-year 0.38%, 10-year 0.59%.

LTUQX returns trail the peer average of 0.64% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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