LKINX Mutual Fund

LKINX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
+0.17%
3 Months
+2.66%
6 Months
+6.05%
YTD
+9.13%
1 Year
+18.54%
3 Years (annualized)
+11.47%
5 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKINX 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
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📉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
Lipper International LargeCap Core Funds Index
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+9.42%
vs Peers
-0.30%

LKINX Mutual Fund Performance

LKINX performance across multiple time periods: 1-month 0.17%, YTD 9.13%, 1-year 18.54%, 3-year 11.47%, 5-year 5.65%.

LKINX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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