LINIX Mutual Fund

LINIX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
-1.98%
3 Months
-1.16%
6 Months
+5.44%
YTD
+4.94%
1 Year
+7.31%
3 Years (annualized)
+12.17%
5 Years (annualized)
+5.28%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINIX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+7.10%
vs Peers
-2.16%

LINIX Mutual Fund Performance

LINIX performance across multiple time periods: 1-month -1.98%, YTD 4.94%, 1-year 7.31%, 3-year 12.17%, 5-year 5.28%, 10-year 7.92%.

LINIX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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