LICOX Mutual Fund

LICOX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
+1.24%
3 Months
-1.76%
6 Months
+4.12%
YTD
+16.13%
1 Year
+25.01%
3 Years (annualized)
+20.47%
5 Years (annualized)
+8.90%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICOX 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)
+16.13%
Peer Avg (YTD)
+10.17%
vs Peers
+5.96%

LICOX Mutual Fund Performance

LICOX performance across multiple time periods: 1-month 1.24%, YTD 16.13%, 1-year 25.01%, 3-year 20.47%, 5-year 8.90%, 10-year 9.51%.

LICOX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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