LICOX Mutual Fund

LICOX Mutual Fund

NAV$21.45
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Returns Overview

1 Month
-4.77%
3 Months
+2.39%
6 Months
+6.99%
YTD
+14.71%
1 Year
+26.59%
3 Years (annualized)
+18.69%
5 Years (annualized)
+9.10%
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)
+14.71%
Peer Avg (YTD)
+9.42%
vs Peers
+5.29%

LICOX Mutual Fund Performance

LICOX performance across multiple time periods: 1-month -4.77%, YTD 14.71%, 1-year 26.59%, 3-year 18.69%, 5-year 9.10%, 10-year 9.51%.

LICOX returns outperform the peer average of 9.42% 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.