LICVX Mutual Fund

NAV$21.34

Returns Overview

1 Month
+1.90%
3 Months
+19.23%
6 Months
+20.47%
YTD
+18.65%
1 Year
+30.58%
3 Years (annualized)
+21.42%
5 Years (annualized)
+10.37%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICVX 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 ACWI ex USA Index with Gross Dividends
This Mutual Fund (YTD)
+18.65%
Peer Avg (YTD)
+9.13%
vs Peers
+9.52%

LICVX Mutual Fund Performance

LICVX performance across multiple time periods: 1-month 1.90%, YTD 18.65%, 1-year 30.58%, 3-year 21.42%, 5-year 10.37%, 10-year 10.64%.

LICVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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