LICYX Mutual Fund

LICYX Mutual Fund

NAV$20.65
See how much of LICYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.79%
3 Months
+2.35%
6 Months
+6.97%
YTD
+14.67%
1 Year
+26.46%
3 Years (annualized)
+18.63%
5 Years (annualized)
+9.05%
10 Years (annualized)
+9.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+9.42%
vs Peers
+5.25%

LICYX Mutual Fund Performance

LICYX performance across multiple time periods: 1-month -4.79%, YTD 14.67%, 1-year 26.46%, 3-year 18.63%, 5-year 9.05%, 10-year 9.47%.

LICYX returns outperform the peer average of 9.42% 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.