LINFX Mutual Fund

NAV$24.76

Returns Overview

1 Month
-4.03%
3 Months
+14.62%
6 Months
+16.85%
YTD
+15.99%
1 Year
+18.16%
3 Years (annualized)
+15.64%
5 Years (annualized)
+5.82%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINFX 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)
+15.99%
Peer Avg (YTD)
+9.16%
vs Peers
+6.83%

LINFX Mutual Fund Performance

LINFX performance across multiple time periods: 1-month -4.03%, YTD 15.99%, 1-year 18.16%, 3-year 15.64%, 5-year 5.82%, 10-year 8.17%.

LINFX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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