LINCX Mutual Fund

LINCX Mutual Fund

NAV$21.87
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Returns Overview

1 Month
+3.75%
3 Months
-5.98%
6 Months
+1.01%
YTD
+13.21%
1 Year
+14.34%
3 Years (annualized)
+13.11%
5 Years (annualized)
+3.65%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+13.21%
Peer Avg (YTD)
+9.98%
vs Peers
+3.24%

LINCX Mutual Fund Performance

LINCX performance across multiple time periods: 1-month 3.75%, YTD 13.21%, 1-year 14.34%, 3-year 13.11%, 5-year 3.65%, 10-year 6.51%.

LINCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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