LINPX Mutual Fund

NAV$25.65

Returns Overview

1 Month
-4.04%
3 Months
+14.52%
6 Months
+16.65%
YTD
+15.83%
1 Year
+17.74%
3 Years (annualized)
+15.25%
5 Years (annualized)
+5.46%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINPX 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)
+15.83%
Peer Avg (YTD)
+9.16%
vs Peers
+6.67%

LINPX Mutual Fund Performance

LINPX performance across multiple time periods: 1-month -4.04%, YTD 15.83%, 1-year 17.74%, 3-year 15.25%, 5-year 5.46%, 10-year 7.80%.

LINPX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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