LKINX Mutual Fund

NAV$17.80

Returns Overview

1 Month
-0.35%
3 Months
+8.59%
6 Months
+9.77%
YTD
+8.94%
1 Year
+15.38%
3 Years (annualized)
+12.51%
5 Years (annualized)
+6.03%

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
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
Lipper International LargeCap Core Funds Index
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+9.13%
vs Peers
-0.20%

LKINX Mutual Fund Performance

LKINX performance across multiple time periods: 1-month -0.35%, YTD 8.94%, 1-year 15.38%, 3-year 12.51%, 5-year 6.03%.

LKINX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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