LICSX Mutual Fund

NAV$20.94

Returns Overview

1 Month
+1.90%
3 Months
+19.17%
6 Months
+20.30%
YTD
+18.51%
1 Year
+30.22%
3 Years (annualized)
+21.05%
5 Years (annualized)
+10.02%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+18.51%
Peer Avg (YTD)
+9.13%
vs Peers
+9.38%

LICSX Mutual Fund Performance

LICSX performance across multiple time periods: 1-month 1.90%, YTD 18.51%, 1-year 30.22%, 3-year 21.05%, 5-year 10.02%, 10-year 10.27%.

LICSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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