LIKKX Mutual Fund

LIKKX Mutual Fund

NAV$25.25
See how much of LIKKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.76%
3 Months
+2.42%
6 Months
+5.90%
YTD
+7.89%
1 Year
+16.97%
3 Years (annualized)
+14.15%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIKKX 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)
+7.89%
Peer Avg (YTD)
+6.99%
vs Peers
+0.90%

LIKKX Mutual Fund Performance

LIKKX performance across multiple time periods: 1-month -0.76%, YTD 7.89%, 1-year 16.97%, 3-year 14.15%, 5-year 7.77%, 10-year 10.07%.

LIKKX returns outperform 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.

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