LINFX Mutual Fund

LINFX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
-5.47%
3 Months
-2.05%
6 Months
+3.78%
YTD
+9.65%
1 Year
+14.76%
3 Years (annualized)
+11.71%
5 Years (annualized)
+4.35%
10 Years (annualized)
+7.02%

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
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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)
+9.65%
Peer Avg (YTD)
+8.67%
vs Peers
+0.98%

LINFX Mutual Fund Performance

LINFX performance across multiple time periods: 1-month -5.47%, YTD 9.65%, 1-year 14.76%, 3-year 11.71%, 5-year 4.35%, 10-year 7.02%.

LINFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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