LIACX Mutual Fund

LIACX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-10.78%
3 Months
+0.55%
6 Months
+3.22%
YTD
+8.12%
1 Year
+14.69%
3 Years (annualized)
+8.79%
5 Years (annualized)
+0.84%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIACX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+9.54%
vs Peers
-1.42%

LIACX Mutual Fund Performance

LIACX performance across multiple time periods: 1-month -10.78%, YTD 8.12%, 1-year 14.69%, 3-year 8.79%, 5-year 0.84%, 10-year 7.80%.

LIACX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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