LUTAX Mutual Fund

LUTAX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-2.16%
3 Months
-3.04%
6 Months
-2.75%
YTD
-2.69%
1 Year
-2.12%
3 Years (annualized)
+2.87%
5 Years (annualized)
-1.12%
10 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUTAX 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
FTSE USBIG Treasury Index(^FUSBIGTI)
This Mutual Fund (YTD)
-2.69%
Peer Avg (YTD)
+0.50%
vs Peers
-3.19%

LUTAX Mutual Fund Performance

LUTAX performance across multiple time periods: 1-month -2.16%, YTD -2.69%, 1-year -2.12%, 3-year 2.87%, 5-year -1.12%, 10-year 0.47%.

LUTAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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