LICVX Mutual Fund

LICVX Mutual Fund

NAV$20.74
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Returns Overview

1 Month
-4.77%
3 Months
+2.34%
6 Months
+6.99%
YTD
+14.72%
1 Year
+26.56%
3 Years (annualized)
+18.71%
5 Years (annualized)
+9.11%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICVX 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
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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)
+14.72%
Peer Avg (YTD)
+9.42%
vs Peers
+5.30%

LICVX Mutual Fund Performance

LICVX performance across multiple time periods: 1-month -4.77%, YTD 14.72%, 1-year 26.56%, 3-year 18.71%, 5-year 9.11%, 10-year 9.51%.

LICVX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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