LINCX Mutual Fund

NAV$22.95

Returns Overview

1 Month
-4.09%
3 Months
+14.36%
6 Months
+16.34%
YTD
+15.48%
1 Year
+17.04%
3 Years (annualized)
+14.61%
5 Years (annualized)
+4.87%
10 Years (annualized)
+7.21%

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

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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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+9.16%
vs Peers
+6.32%

LINCX Mutual Fund Performance

LINCX performance across multiple time periods: 1-month -4.09%, YTD 15.48%, 1-year 17.04%, 3-year 14.61%, 5-year 4.87%, 10-year 7.21%.

LINCX returns outperform the peer average of 9.16% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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