LICAX Mutual Fund

LICAX Mutual Fund

NAV$20.19
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Returns Overview

1 Month
-1.59%
3 Months
-5.19%
6 Months
+13.02%
YTD
+12.34%
1 Year
+19.18%
3 Years (annualized)
+20.08%
5 Years (annualized)
+8.54%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICAX 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)
+12.34%
Peer Avg (YTD)
+9.29%
vs Peers
+3.05%

LICAX Mutual Fund Performance

LICAX performance across multiple time periods: 1-month -1.59%, YTD 12.34%, 1-year 19.18%, 3-year 20.08%, 5-year 8.54%, 10-year 9.22%.

LICAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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