LTXCX Mutual Fund

LTXCX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-2.87%
3 Months
-3.61%
6 Months
-2.59%
YTD
-2.78%
1 Year
-2.05%
3 Years (annualized)
+2.81%
5 Years (annualized)
+0.49%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LTXCX 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 Municipal Short-Intermediate 1-10 Years Index
This Mutual Fund (YTD)
-2.78%
Peer Avg (YTD)
-3.84%
vs Peers
+1.06%

LTXCX Mutual Fund Performance

LTXCX performance across multiple time periods: 1-month -2.87%, YTD -2.78%, 1-year -2.05%, 3-year 2.81%, 5-year 0.49%, 10-year 0.95%.

LTXCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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