LINKX Mutual Fund

NAV$20.20

Returns Overview

1 Month
-0.05%
3 Months
+6.74%
6 Months
+6.57%
YTD
+6.23%
1 Year
+13.71%
3 Years (annualized)
+11.91%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINKX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+7.64%
vs Peers
-1.41%

LINKX Mutual Fund Performance

LINKX performance across multiple time periods: 1-month -0.05%, YTD 6.23%, 1-year 13.71%, 3-year 11.91%, 5-year 5.65%, 10-year 8.24%.

LINKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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