LICPX Mutual Fund

NAV$21.01

Returns Overview

1 Month
+1.88%
3 Months
+19.12%
6 Months
+20.18%
YTD
+18.41%
1 Year
+30.00%
3 Years (annualized)
+20.84%
5 Years (annualized)
+9.82%
10 Years (annualized)
+10.06%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+9.13%
vs Peers
+9.27%

LICPX Mutual Fund Performance

LICPX performance across multiple time periods: 1-month 1.88%, YTD 18.41%, 1-year 30.00%, 3-year 20.84%, 5-year 9.82%, 10-year 10.06%.

LICPX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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