LICYX Mutual Fund

NAV$21.25

Returns Overview

1 Month
+1.91%
3 Months
+19.26%
6 Months
+20.44%
YTD
+18.61%
1 Year
+30.50%
3 Years (annualized)
+21.35%
5 Years (annualized)
+10.32%
10 Years (annualized)
+10.59%

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
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)
+18.61%
Peer Avg (YTD)
+9.13%
vs Peers
+9.48%

LICYX Mutual Fund Performance

LICYX performance across multiple time periods: 1-month 1.91%, YTD 18.61%, 1-year 30.50%, 3-year 21.35%, 5-year 10.32%, 10-year 10.59%.

LICYX 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.

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