LICTX Mutual Fund

NAV$21.07

Returns Overview

1 Month
+1.92%
3 Months
+19.25%
6 Months
+20.44%
YTD
+18.67%
1 Year
+30.52%
3 Years (annualized)
+21.34%
5 Years (annualized)
+10.29%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICTX 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)
+18.67%
Peer Avg (YTD)
+9.13%
vs Peers
+9.54%

LICTX Mutual Fund Performance

LICTX performance across multiple time periods: 1-month 1.92%, YTD 18.67%, 1-year 30.52%, 3-year 21.34%, 5-year 10.29%, 10-year 10.53%.

LICTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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