LRRKX Mutual Fund

LRRKX Mutual Fund

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Returns Overview

1 Month
+1.15%
3 Months
+2.18%
6 Months
+4.36%
YTD
+4.01%
1 Year
+6.25%
3 Years (annualized)
+6.27%
5 Years (annualized)
+5.16%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRRKX 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
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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
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+2.15%
vs Peers
+1.86%

LRRKX Mutual Fund Performance

LRRKX performance across multiple time periods: 1-month 1.15%, YTD 4.01%, 1-year 6.25%, 3-year 6.27%, 5-year 5.16%, 10-year 2.44%.

LRRKX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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