LINRX Mutual Fund

NAV$24.24

Returns Overview

1 Month
-4.05%
3 Months
+14.49%
6 Months
+16.64%
YTD
+15.77%
1 Year
+17.70%
3 Years (annualized)
+15.19%
5 Years (annualized)
+5.41%
10 Years (annualized)
+7.75%

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
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)
+15.77%
Peer Avg (YTD)
+9.16%
vs Peers
+6.61%

LINRX Mutual Fund Performance

LINRX performance across multiple time periods: 1-month -4.05%, YTD 15.77%, 1-year 17.70%, 3-year 15.19%, 5-year 5.41%, 10-year 7.75%.

LINRX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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