LINVX Mutual Fund

LINVX Mutual Fund

NAV$24.25
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Returns Overview

1 Month
-4.15%
3 Months
-3.69%
6 Months
-5.64%
YTD
+5.71%
1 Year
+8.07%
3 Years (annualized)
+15.51%
5 Years (annualized)
+3.81%
10 Years (annualized)
+6.89%

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
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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)
+5.71%
Peer Avg (YTD)
+7.47%
vs Peers
-1.76%

LINVX Mutual Fund Performance

LINVX performance across multiple time periods: 1-month -4.15%, YTD 5.71%, 1-year 8.07%, 3-year 15.51%, 5-year 3.81%, 10-year 6.89%.

LINVX returns trail the peer average of 7.47% 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.