LIDCX Mutual Fund

LIDCX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
+0.58%
3 Months
+5.76%
6 Months
+5.87%
YTD
+16.59%
1 Year
+27.82%
3 Years (annualized)
+21.17%
5 Years (annualized)
+11.29%
10 Years (annualized)
+8.46%

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
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🏦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 EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+16.59%
Peer Avg (YTD)
+12.12%
vs Peers
+4.47%

LIDCX Mutual Fund Performance

LIDCX performance across multiple time periods: 1-month 0.58%, YTD 16.59%, 1-year 27.82%, 3-year 21.17%, 5-year 11.29%, 10-year 8.46%.

LIDCX returns outperform the peer average of 12.12% 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.