LICPX Mutual Fund

LICPX Mutual Fund

NAV$20.98
See how much of LICPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.84%
3 Months
+2.23%
6 Months
+6.73%
YTD
+14.36%
1 Year
+25.94%
3 Years (annualized)
+18.11%
5 Years (annualized)
+8.55%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+9.42%
vs Peers
+4.94%

LICPX Mutual Fund Performance

LICPX performance across multiple time periods: 1-month -4.84%, YTD 14.36%, 1-year 25.94%, 3-year 18.11%, 5-year 8.55%, 10-year 8.93%.

LICPX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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