LIKKX Mutual Fund

NAV$25.70

Returns Overview

3 Months
+10.03%
6 Months
+9.23%
YTD
+8.72%
1 Year
+18.60%
3 Years (annualized)
+15.52%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.55%

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

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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)
+8.72%
Peer Avg (YTD)
+7.64%
vs Peers
+1.08%

LIKKX Mutual Fund Performance

LIKKX performance across multiple time periods: YTD 8.72%, 1-year 18.60%, 3-year 15.52%, 5-year 8.12%, 10-year 10.55%.

LIKKX returns outperform 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.

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