LINQX Mutual Fund

NAV$24.31

Returns Overview

1 Month
-4.07%
3 Months
+14.44%
6 Months
+16.58%
YTD
+15.72%
1 Year
+17.56%
3 Years (annualized)
+15.05%
5 Years (annualized)
+5.30%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINQX 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)
+15.72%
Peer Avg (YTD)
+9.16%
vs Peers
+6.55%

LINQX Mutual Fund Performance

LINQX performance across multiple time periods: 1-month -4.07%, YTD 15.72%, 1-year 17.56%, 3-year 15.05%, 5-year 5.30%, 10-year 7.63%.

LINQX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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