LRRKX Mutual Fund

LRRKX Mutual Fund

NAV$7.98
See how much of LRRKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.49%
3 Months
+0.53%
6 Months
+1.81%
YTD
+3.38%
1 Year
+4.66%
3 Years (annualized)
+7.09%
5 Years (annualized)
+5.72%
10 Years (annualized)
+4.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.38%
Peer Avg (YTD)
+0.72%
vs Peers
+2.66%

LRRKX Mutual Fund Performance

LRRKX performance across multiple time periods: 1-month -0.49%, YTD 3.38%, 1-year 4.66%, 3-year 7.09%, 5-year 5.72%, 10-year 4.36%.

LRRKX returns outperform the peer average of 0.72% 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.