LINRX Mutual Fund

LINRX Mutual Fund

NAV$24.51
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Returns Overview

1 Month
-5.50%
3 Months
-2.16%
6 Months
+3.61%
YTD
+9.40%
1 Year
+14.26%
3 Years (annualized)
+11.28%
5 Years (annualized)
+3.94%
10 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINRX 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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+8.67%
vs Peers
+0.73%

LINRX Mutual Fund Performance

LINRX performance across multiple time periods: 1-month -5.50%, YTD 9.40%, 1-year 14.26%, 3-year 11.28%, 5-year 3.94%, 10-year 6.59%.

LINRX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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