LKINX Mutual Fund

LKINX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
-4.21%
3 Months
-2.72%
6 Months
+5.65%
YTD
+5.98%
1 Year
+10.07%
3 Years (annualized)
+13.53%
5 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKINX 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
Lipper International LargeCap Core Funds Index
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+9.29%
vs Peers
-3.31%

LKINX Mutual Fund Performance

LKINX performance across multiple time periods: 1-month -4.21%, YTD 5.98%, 1-year 10.07%, 3-year 13.53%, 5-year 5.54%.

LKINX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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