LICCX Mutual Fund

NAV$20.98

Returns Overview

1 Month
+1.79%
3 Months
+18.95%
6 Months
+19.87%
YTD
+18.04%
1 Year
+29.22%
3 Years (annualized)
+20.12%
5 Years (annualized)
+9.20%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICCX 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)
+18.04%
Peer Avg (YTD)
+9.13%
vs Peers
+8.91%

LICCX Mutual Fund Performance

LICCX performance across multiple time periods: 1-month 1.79%, YTD 18.04%, 1-year 29.22%, 3-year 20.12%, 5-year 9.20%, 10-year 9.43%.

LICCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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