LINRX Mutual Fund

LINRX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
-3.32%
3 Months
-5.18%
6 Months
+8.56%
YTD
+9.77%
1 Year
+9.31%
3 Years (annualized)
+13.68%
5 Years (annualized)
+4.16%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LINRX 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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+7.86%
vs Peers
+1.90%

LINRX Mutual Fund Performance

LINRX performance across multiple time periods: 1-month -3.32%, YTD 9.77%, 1-year 9.31%, 3-year 13.68%, 5-year 4.16%, 10-year 7.04%.

LINRX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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