LICQX Mutual Fund

LICQX Mutual Fund

NAV$20.68
See how much of LICQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
-1.93%
6 Months
+3.74%
YTD
+15.61%
1 Year
+24.15%
3 Years (annualized)
+19.66%
5 Years (annualized)
+8.16%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICQX 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)
+15.61%
Peer Avg (YTD)
+10.17%
vs Peers
+5.44%

LICQX Mutual Fund Performance

LICQX performance across multiple time periods: 1-month 1.17%, YTD 15.61%, 1-year 24.15%, 3-year 19.66%, 5-year 8.16%, 10-year 8.83%.

LICQX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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