LICRX Mutual Fund

LICRX Mutual Fund

NAV$20.29
See how much of LICRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.14%
3 Months
-1.92%
6 Months
+3.76%
YTD
+15.70%
1 Year
+24.29%
3 Years (annualized)
+19.78%
5 Years (annualized)
+8.27%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICRX 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)
+15.70%
Peer Avg (YTD)
+10.17%
vs Peers
+5.53%

LICRX Mutual Fund Performance

LICRX performance across multiple time periods: 1-month 1.14%, YTD 15.70%, 1-year 24.29%, 3-year 19.78%, 5-year 8.27%, 10-year 8.94%.

LICRX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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