LCRIX | LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS

Basic Info 22.03 0.08(0.36%)
May 08

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS started on 01/31/2006

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS is classified as asset class Moderate Allocation

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS expense ratio is 1.44%

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS rating is

(99%)

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) Dividend Info

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) dividend growth in the last 12 months is -19.99%

The trailing 12-month yield of LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS is 5.95%. its dividend history:

Date	Dividend
03/14/2024	0.0955
12/14/2023	0.0761
11/16/2023	0.9094
09/14/2023	0.0594
06/15/2023	0.0683
03/16/2023	0.0709
11/17/2022	1.4397
11/18/2021	1.1501
11/19/2020	0.025
03/12/2020	0.033
12/19/2019	0.016
11/14/2019	0.272
09/19/2019	0.024
06/20/2019	0.031
03/14/2019	0.033
11/15/2018	1.8276
09/20/2018	0.0212
06/21/2018	0.02
03/15/2018	0.022
11/16/2017	0.65
09/21/2017	0.0146
06/15/2017	0.0031
03/16/2017	0.016
11/17/2016	0.082
11/19/2015	0.691
09/17/2015	0.001
03/19/2015	0.011
12/18/2014	0.027
11/20/2014	1.125
09/18/2014	0.013
06/20/2014	0.009
03/20/2014	0.109
12/26/2013	0.31
11/27/2013	1.051
09/19/2013	0.005
06/20/2013	0.099
03/21/2013	0.14
12/27/2012	0.133
09/20/2012	0.034
06/21/2012	0.048
03/22/2012	0.121
12/29/2011	0.268
09/22/2011	0.023
06/23/2011	0.043
03/24/2011	0.016
12/30/2010	0.008
03/25/2010	0.061
09/24/2009	0.013
06/24/2009	0.015
03/26/2009	0.023
12/30/2008	0.105
09/25/2008	0.048
06/26/2008	0.086
03/27/2008	0.054
12/27/2007	0.136
11/28/2007	4.984
09/26/2007	0.117

Dividend Growth History for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.1841	5.92%	-17.75%	-
2022	$1.4397	6.23%	25.18%	-17.75%
2021	$1.1501	5.48%	1,882.93%	1.47%
2020	$0.058	0.30%	-84.57%	173.31%
2019	$0.376	2.15%	-80.11%	33.21%
2018	$1.8908	9.12%	176.55%	-8.94%
2017	$0.6837	3.72%	733.78%	9.59%
2016	$0.082	0.47%	-88.34%	46.44%
2015	$0.703	3.81%	-45.21%	6.73%
2014	$1.283	7.10%	-20.06%	-0.89%
2013	$1.605	9.54%	377.68%	-3.00%
2012	$0.336	2.12%	-4.00%	12.13%
2011	$0.35	2.05%	407.25%	10.69%
2010	$0.069	0.42%	35.29%	24.44%
2009	$0.051	0.39%	-82.59%	25.19%
2008	$0.293	1.62%	-94.41%	9.76%
2007	$5.237	28.04%	-	-8.87%

Dividend Growth Chart for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX)

LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) Historical Returns And Risk Info

From 02/01/2006 to 05/08/2024, the compound annualized total return (dividend reinvested) of LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 6.207%. Its cumulative total return (dividend reinvested) is 199.975%.

From 02/01/2006 to 05/08/2024, the Maximum Drawdown of LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 41.3%.

From 02/01/2006 to 05/08/2024, the Sharpe Ratio of LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 0.42.

From 02/01/2006 to 05/08/2024, the Annualized Standard Deviation of LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 12.5%.

From 02/01/2006 to 05/08/2024, the Beta of LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 0.94.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 02/01/2006	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006
Annualized Return(%)	0.1	3.7	14.7	4.3	7.8	6.2	7.5	6.2	11.9	-6.7	15.3	10.2	11.7	-6.1	15.9	4.6	-0.9	8.7	19.3	8.4	-5.2	3.7	27.7	-27.4	27.5	5.4
Sharpe Ratio	NA	0.93	1.42	0.21	0.56	0.55	NA	0.42	1.0	-0.73	1.6	0.58	1.83	-0.91	2.5	0.56	-0.13	1.11	2.43	0.94	-0.39	0.24	1.39	-1.02	1.89	0.34
Draw Down(%)	NA	4.4	5.0	13.8	19.4	19.4	NA	41.3	5.0	13.8	3.8	19.4	2.6	13.6	2.5	5.6	4.6	6.3	5.3	8.9	16.6	13.8	16.7	41.3	7.8	7.2
Standard Deviation(%)	NA	8.1	7.6	9.3	11.1	9.3	NA	12.5	7.7	11.2	9.6	17.1	5.6	8.1	6.1	7.9	7.3	7.8	7.9	9.0	13.3	14.7	19.9	27.8	13.0	7.7
Treynor Ratio	NA	0.08	0.14	0.03	0.08	0.07	NA	0.06	0.11	-0.13	0.16	0.12	0.15	-0.1	0.11	0.05	-0.01	0.08	0.18	0.07	-0.06	0.03	0.25	-0.26	0.24	0.03
Alpha	NA	0.0	0.01	0.01	0.01	0.0	NA	0.0	-0.01	0.02	0.01	-0.01	-0.01	-0.02	-0.01	-0.01	0.0	-0.01	0.0	-0.02	-0.04	-0.05	0.02	-0.01	0.07	-0.01
Beta	NA	0.89	0.79	0.69	0.75	0.77	NA	0.94	0.72	0.62	0.98	0.8	0.69	0.73	1.35	0.9	0.71	1.08	1.09	1.17	0.9	1.3	1.1	1.11	1.02	0.88
RSquare	NA	0.85	0.77	0.74	0.83	0.8	NA	0.79	0.71	0.79	0.74	0.93	0.77	0.78	0.78	0.79	0.7	0.85	0.89	0.91	0.84	0.88	0.84	0.86	0.49	0.59
Yield(%)	N/A	0.5	5.9	5.5	4.7	4.7	5.7	N/A	6.0	6.2	5.5	0.3	2.1	9.1	3.7	0.5	3.8	7.1	9.5	2.1	2.1	0.4	0.4	1.6	28.1	0.0
Dividend Growth(%)	N/A	-91.6	-20.0	68.0	-6.5	N/A	N/A	N/A	-17.4	25.2	2200.0	-86.5	-80.4	177.9	750.0	-88.6	-45.3	-20.0	384.8	-5.7	400.0	40.0	-82.8	-94.5	N/A	N/A

Return Calculator for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX)

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LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) Historical Return Chart

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LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/01/2006 to 05/08/2024, the worst annualized return of 3-year rolling returns for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is -3.37%.

From 02/01/2006 to 05/08/2024, the worst annualized return of 5-year rolling returns for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 0.86%.

From 02/01/2006 to 05/08/2024, the worst annualized return of 10-year rolling returns for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is 3.86%.

From 02/01/2006 to 05/08/2024, the worst annualized return of 20-year rolling returns for LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (LCRIX) is NA.

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