LICCX Mutual Fund

LICCX Mutual Fund

NAV$19.48
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Returns Overview

1 Month
-4.10%
3 Months
-4.61%
6 Months
-2.63%
YTD
+8.80%
1 Year
+11.44%
3 Years (annualized)
+20.13%
5 Years (annualized)
+6.62%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICCX 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 ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+8.21%
vs Peers
+0.59%

LICCX Mutual Fund Performance

LICCX performance across multiple time periods: 1-month -4.10%, YTD 8.80%, 1-year 11.44%, 3-year 20.13%, 5-year 6.62%, 10-year 7.85%.

LICCX returns outperform the peer average of 8.21% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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