LIJKX Mutual Fund

LIJKX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
-2.03%
3 Months
-1.03%
6 Months
+7.40%
YTD
+6.29%
1 Year
+9.04%
3 Years (annualized)
+14.07%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJKX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.29%
Peer Avg (YTD)
+7.09%
vs Peers
-0.80%

LIJKX Mutual Fund Performance

LIJKX performance across multiple time periods: 1-month -2.03%, YTD 6.29%, 1-year 9.04%, 3-year 14.07%, 5-year 6.59%, 10-year 9.18%.

LIJKX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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