LIKAX Mutual Fund

LIKAX Mutual Fund

NAV$25.70
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.04%
3 Months
+9.93%
6 Months
+9.08%
YTD
+8.52%
1 Year
+18.24%
3 Years (annualized)
+15.18%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIKAX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+7.64%
vs Peers
+0.88%

LIKAX Mutual Fund Performance

LIKAX performance across multiple time periods: 1-month -0.04%, YTD 8.52%, 1-year 18.24%, 3-year 15.18%, 5-year 7.83%, 10-year 10.23%.

LIKAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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