LLINX Mutual Fund

NAV$17.11

Returns Overview

1 Month
+3.36%
3 Months
+2.73%
6 Months
+10.21%
YTD
+23.31%
1 Year
+17.26%
3 Years (annualized)
+12.25%
5 Years (annualized)
+3.81%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLINX 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
FTSE Developed ex North America Index(^TAWNT13U)
This Mutual Fund (YTD)
+23.31%
Peer Avg (YTD)
+15.90%
vs Peers
+7.42%

LLINX Mutual Fund Performance

LLINX performance across multiple time periods: 1-month 3.36%, YTD 23.31%, 1-year 17.26%, 3-year 12.25%, 5-year 3.81%, 10-year 5.49%.

LLINX returns outperform the peer average of 15.90% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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