LICYX Mutual Fund

LICYX Mutual Fund

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Returns Overview

1 Month
+1.25%
3 Months
-1.77%
6 Months
+4.09%
YTD
+16.10%
1 Year
+24.95%
3 Years (annualized)
+20.39%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICYX 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)
+16.10%
Peer Avg (YTD)
+10.17%
vs Peers
+5.93%

LICYX Mutual Fund Performance

LICYX performance across multiple time periods: 1-month 1.25%, YTD 16.10%, 1-year 24.95%, 3-year 20.39%, 5-year 8.84%, 10-year 9.54%.

LICYX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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