LICCX Mutual Fund

LICCX Mutual Fund

NAV$20.21
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Returns Overview

1 Month
-1.63%
3 Months
-5.36%
6 Months
+12.58%
YTD
+11.72%
1 Year
+18.26%
3 Years (annualized)
+19.19%
5 Years (annualized)
+7.73%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICCX 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)
+11.72%
Peer Avg (YTD)
+9.29%
vs Peers
+2.43%

LICCX Mutual Fund Performance

LICCX performance across multiple time periods: 1-month -1.63%, YTD 11.72%, 1-year 18.26%, 3-year 19.19%, 5-year 7.73%, 10-year 8.40%.

LICCX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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