LICVX Mutual Fund

LICVX Mutual Fund

NAV$21.10
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Returns Overview

1 Month
+1.24%
3 Months
-1.76%
6 Months
+4.12%
YTD
+16.15%
1 Year
+24.97%
3 Years (annualized)
+20.46%
5 Years (annualized)
+8.90%
10 Years (annualized)
+9.59%

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
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🏦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)
+16.15%
Peer Avg (YTD)
+10.17%
vs Peers
+5.98%

LICVX Mutual Fund Performance

LICVX performance across multiple time periods: 1-month 1.24%, YTD 16.15%, 1-year 24.97%, 3-year 20.46%, 5-year 8.90%, 10-year 9.59%.

LICVX returns outperform the peer average of 10.17% 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.