LTUSX Mutual Fund

LTUSX Mutual Fund

NAV$11.81
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Returns Overview

1 Month
-2.33%
3 Months
-2.66%
6 Months
-2.51%
YTD
-2.00%
1 Year
-1.02%
3 Years (annualized)
+3.95%
5 Years (annualized)
+0.62%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTUSX 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)
-2.00%
Peer Avg (YTD)
+0.64%
vs Peers
-2.63%

LTUSX Mutual Fund Performance

LTUSX performance across multiple time periods: 1-month -2.33%, YTD -2.00%, 1-year -1.02%, 3-year 3.95%, 5-year 0.62%, 10-year 0.99%.

LTUSX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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