LIJKX Mutual Fund

NAV$23.28

Returns Overview

3 Months
+8.51%
6 Months
+7.80%
YTD
+7.39%
1 Year
+16.16%
3 Years (annualized)
+13.73%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.45%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+7.64%
vs Peers
-0.25%

LIJKX Mutual Fund Performance

LIJKX performance across multiple time periods: YTD 7.39%, 1-year 16.16%, 3-year 13.73%, 5-year 6.93%, 10-year 9.45%.

LIJKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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