LICPX Mutual Fund

LICPX Mutual Fund

NAV$19.59
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Returns Overview

1 Month
-4.09%
3 Months
-4.46%
6 Months
-2.33%
YTD
+7.65%
1 Year
+12.05%
3 Years (annualized)
+20.80%
5 Years (annualized)
+7.23%
10 Years (annualized)
+8.46%

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
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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)
+7.65%
Peer Avg (YTD)
+8.05%
vs Peers
-0.41%

LICPX Mutual Fund Performance

LICPX performance across multiple time periods: 1-month -4.09%, YTD 7.65%, 1-year 12.05%, 3-year 20.80%, 5-year 7.23%, 10-year 8.46%.

LICPX returns trail the peer average of 8.05% 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.