LICRX Mutual Fund

NAV$20.54

Returns Overview

1 Month
+1.87%
3 Months
+19.10%
6 Months
+20.18%
YTD
+18.37%
1 Year
+29.93%
3 Years (annualized)
+20.74%
5 Years (annualized)
+9.75%
10 Years (annualized)
+9.99%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+18.37%
Peer Avg (YTD)
+9.13%
vs Peers
+9.24%

LICRX Mutual Fund Performance

LICRX performance across multiple time periods: 1-month 1.87%, YTD 18.37%, 1-year 29.93%, 3-year 20.74%, 5-year 9.75%, 10-year 9.99%.

LICRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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