LICTX Mutual Fund

LICTX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-3.98%
3 Months
-4.35%
6 Months
-2.08%
YTD
+9.70%
1 Year
+12.59%
3 Years (annualized)
+21.33%
5 Years (annualized)
+7.69%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICTX 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
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📉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)
+9.70%
Peer Avg (YTD)
+8.21%
vs Peers
+1.49%

LICTX Mutual Fund Performance

LICTX performance across multiple time periods: 1-month -3.98%, YTD 9.70%, 1-year 12.59%, 3-year 21.33%, 5-year 7.69%, 10-year 8.94%.

LICTX returns outperform the peer average of 8.21% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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