LICAX Mutual Fund

NAV$21.09

Returns Overview

1 Month
+1.89%
3 Months
+19.21%
6 Months
+20.27%
YTD
+18.49%
1 Year
+30.24%
3 Years (annualized)
+21.05%
5 Years (annualized)
+10.03%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+18.49%
Peer Avg (YTD)
+9.13%
vs Peers
+9.35%

LICAX Mutual Fund Performance

LICAX performance across multiple time periods: 1-month 1.89%, YTD 18.49%, 1-year 30.24%, 3-year 21.05%, 5-year 10.03%, 10-year 10.27%.

LICAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

LICAX performance comparison shows side-by-side returns with another fund. LICAX alternatives are available in the Mutual Fund Screener.