LICOX Mutual Fund

LICOX Mutual Fund

NAV$19.89
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Returns Overview

1 Month
-4.02%
3 Months
-4.34%
6 Months
-2.05%
YTD
+9.73%
1 Year
+12.65%
3 Years (annualized)
+21.42%
5 Years (annualized)
+7.77%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICOX 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)
+9.73%
Peer Avg (YTD)
+8.21%
vs Peers
+1.53%

LICOX Mutual Fund Performance

LICOX performance across multiple time periods: 1-month -4.02%, YTD 9.73%, 1-year 12.65%, 3-year 21.42%, 5-year 7.77%, 10-year 9.04%.

LICOX returns outperform the peer average of 8.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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