LINSX Mutual Fund

LINSX Mutual Fund

NAV$24.86
See how much of LINSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.45%
3 Months
-2.09%
6 Months
+3.73%
YTD
+9.57%
1 Year
+14.60%
3 Years (annualized)
+11.56%
5 Years (annualized)
+4.20%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINSX 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

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)
+9.57%
Peer Avg (YTD)
+8.67%
vs Peers
+0.91%

LINSX Mutual Fund Performance

LINSX performance across multiple time periods: 1-month -5.45%, YTD 9.57%, 1-year 14.60%, 3-year 11.56%, 5-year 4.20%, 10-year 6.86%.

LINSX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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