LIDCX Mutual Fund

LIDCX Mutual Fund

NAV$12.06
See how much of LIDCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.82%
3 Months
+8.74%
6 Months
+9.93%
YTD
+15.92%
1 Year
+32.76%
3 Years (annualized)
+19.51%
5 Years (annualized)
+11.18%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDCX 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 EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+15.92%
Peer Avg (YTD)
+11.12%
vs Peers
+4.80%

LIDCX Mutual Fund Performance

LIDCX performance across multiple time periods: 1-month 3.82%, YTD 15.92%, 1-year 32.76%, 3-year 19.51%, 5-year 11.18%, 10-year 8.29%.

LIDCX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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