LIDCX Mutual Fund

NAV$12.18

Returns Overview

1 Month
+1.28%
3 Months
+10.92%
6 Months
+11.65%
YTD
+10.29%
1 Year
+25.42%
3 Years (annualized)
+19.53%
5 Years (annualized)
+10.27%
10 Years (annualized)
+8.18%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+8.71%
vs Peers
+1.57%

LIDCX Mutual Fund Performance

LIDCX performance across multiple time periods: 1-month 1.28%, YTD 10.29%, 1-year 25.42%, 3-year 19.53%, 5-year 10.27%, 10-year 8.18%.

LIDCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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