LIJKX Mutual Fund

LIJKX Mutual Fund

NAV$22.96
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Returns Overview

1 Month
-0.77%
3 Months
+1.94%
6 Months
+4.90%
YTD
+6.57%
1 Year
+14.68%
3 Years (annualized)
+12.52%
5 Years (annualized)
+6.55%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJKX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+6.99%
vs Peers
-0.42%

LIJKX Mutual Fund Performance

LIJKX performance across multiple time periods: 1-month -0.77%, YTD 6.57%, 1-year 14.68%, 3-year 12.52%, 5-year 6.55%, 10-year 9.00%.

LIJKX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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