LINCX Mutual Fund

LINCX Mutual Fund

NAV$22.92
See how much of LINCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.51%
3 Months
-2.25%
6 Months
+3.36%
YTD
+9.12%
1 Year
+13.75%
3 Years (annualized)
+10.72%
5 Years (annualized)
+3.42%
10 Years (annualized)
+6.07%

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
PROUpgrade to run

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)
+9.12%
Peer Avg (YTD)
+8.67%
vs Peers
+0.45%

LINCX Mutual Fund Performance

LINCX performance across multiple time periods: 1-month -5.51%, YTD 9.12%, 1-year 13.75%, 3-year 10.72%, 5-year 3.42%, 10-year 6.07%.

LINCX returns outperform the peer average of 8.67% 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.