LICRX Mutual Fund

LICRX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
-1.57%
3 Months
-5.24%
6 Months
+12.87%
YTD
+12.17%
1 Year
+18.89%
3 Years (annualized)
+19.78%
5 Years (annualized)
+8.27%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICRX 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)
+12.17%
Peer Avg (YTD)
+9.29%
vs Peers
+2.88%

LICRX Mutual Fund Performance

LICRX performance across multiple time periods: 1-month -1.57%, YTD 12.17%, 1-year 18.89%, 3-year 19.78%, 5-year 8.27%, 10-year 8.94%.

LICRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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