LINAX Mutual Fund

NAV$20.20

Returns Overview

1 Month
-0.10%
3 Months
+6.63%
6 Months
+6.35%
YTD
+6.07%
1 Year
+13.37%
3 Years (annualized)
+11.57%
5 Years (annualized)
+5.33%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINAX 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)
+6.07%
Peer Avg (YTD)
+7.64%
vs Peers
-1.57%

LINAX Mutual Fund Performance

LINAX performance across multiple time periods: 1-month -0.10%, YTD 6.07%, 1-year 13.37%, 3-year 11.57%, 5-year 5.33%, 10-year 7.91%.

LINAX returns trail 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.

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