LICQX Mutual Fund

LICQX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
-4.86%
3 Months
+2.19%
6 Months
+6.64%
YTD
+14.28%
1 Year
+25.73%
3 Years (annualized)
+17.91%
5 Years (annualized)
+8.37%
10 Years (annualized)
+8.75%

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
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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)
+14.28%
Peer Avg (YTD)
+9.42%
vs Peers
+4.86%

LICQX Mutual Fund Performance

LICQX performance across multiple time periods: 1-month -4.86%, YTD 14.28%, 1-year 25.73%, 3-year 17.91%, 5-year 8.37%, 10-year 8.75%.

LICQX returns outperform the peer average of 9.42% 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.