LICTX Mutual Fund

LICTX Mutual Fund

NAV$20.33
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Returns Overview

1 Month
-1.58%
3 Months
-5.15%
6 Months
+13.11%
YTD
+12.55%
1 Year
+19.44%
3 Years (annualized)
+20.38%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LICTX 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
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📉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)
+12.55%
Peer Avg (YTD)
+9.29%
vs Peers
+3.26%

LICTX Mutual Fund Performance

LICTX performance across multiple time periods: 1-month -1.58%, YTD 12.55%, 1-year 19.44%, 3-year 20.38%, 5-year 8.81%, 10-year 9.48%.

LICTX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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