LINVX Mutual Fund

LINVX Mutual Fund

NAV$26.16
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Returns Overview

1 Month
-5.45%
3 Months
-2.02%
6 Months
+3.88%
YTD
+9.77%
1 Year
+14.93%
3 Years (annualized)
+11.92%
5 Years (annualized)
+4.54%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINVX 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)
+9.77%
Peer Avg (YTD)
+8.67%
vs Peers
+1.10%

LINVX Mutual Fund Performance

LINVX performance across multiple time periods: 1-month -5.45%, YTD 9.77%, 1-year 14.93%, 3-year 11.92%, 5-year 4.54%, 10-year 7.23%.

LINVX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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