LICCX Mutual Fund

LICCX Mutual Fund

NAV$21.06
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Returns Overview

1 Month
-4.85%
3 Months
+2.08%
6 Months
+6.46%
YTD
+14.06%
1 Year
+25.24%
3 Years (annualized)
+17.43%
5 Years (annualized)
+7.94%
10 Years (annualized)
+8.31%

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
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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)
+14.06%
Peer Avg (YTD)
+9.42%
vs Peers
+4.64%

LICCX Mutual Fund Performance

LICCX performance across multiple time periods: 1-month -4.85%, YTD 14.06%, 1-year 25.24%, 3-year 17.43%, 5-year 7.94%, 10-year 8.31%.

LICCX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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