LICYX Mutual Fund

LICYX Mutual Fund

NAV$19.78
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Returns Overview

1 Month
-4.04%
3 Months
-4.36%
6 Months
-2.11%
YTD
+9.67%
1 Year
+12.54%
3 Years (annualized)
+21.33%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICYX 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)
+9.67%
Peer Avg (YTD)
+8.21%
vs Peers
+1.46%

LICYX Mutual Fund Performance

LICYX performance across multiple time periods: 1-month -4.04%, YTD 9.67%, 1-year 12.54%, 3-year 21.33%, 5-year 7.71%, 10-year 8.99%.

LICYX 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.

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