LIKIX Mutual Fund

LIKIX Mutual Fund

NAV$25.73
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Returns Overview

1 Month
-0.72%
3 Months
+2.42%
6 Months
+5.85%
YTD
+7.84%
1 Year
+16.97%
3 Years (annualized)
+14.10%
5 Years (annualized)
+7.72%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIKIX 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)
+7.84%
Peer Avg (YTD)
+6.99%
vs Peers
+0.85%

LIKIX Mutual Fund Performance

LIKIX performance across multiple time periods: 1-month -0.72%, YTD 7.84%, 1-year 16.97%, 3-year 14.10%, 5-year 7.72%, 10-year 10.02%.

LIKIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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