LICAX Mutual Fund

LICAX Mutual Fund

NAV$19.50
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Returns Overview

1 Month
-4.05%
3 Months
-4.43%
6 Months
-2.24%
YTD
+7.79%
1 Year
+12.24%
3 Years (annualized)
+21.02%
5 Years (annualized)
+7.42%
10 Years (annualized)
+8.66%

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
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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
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+8.05%
vs Peers
-0.26%

LICAX Mutual Fund Performance

LICAX performance across multiple time periods: 1-month -4.05%, YTD 7.79%, 1-year 12.24%, 3-year 21.02%, 5-year 7.42%, 10-year 8.66%.

LICAX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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