LINKX Mutual Fund

LINKX Mutual Fund

NAV$19.96
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Returns Overview

1 Month
+1.61%
3 Months
+0.78%
6 Months
+3.77%
YTD
+7.11%
1 Year
+11.87%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.98%

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
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🏦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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+8.76%
vs Peers
-1.64%

LINKX Mutual Fund Performance

LINKX performance across multiple time periods: 1-month 1.61%, YTD 7.11%, 1-year 11.87%, 3-year 12.23%, 5-year 5.35%, 10-year 7.98%.

LINKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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