Find A Portfolio/Ticker
Comparison Box
LCORX: Leuthold Core Investment Retail (MUTUAL FUND)
Basic Info 19.93 0.1(0.50%) March 21
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/17/1995 |
| Last Dividend Date: | 03/16/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -0.0 | 3.2 | 14.5 | 5.4 | 6.9 | 5.1 | 7.0 | 0.4 | 15.2 | 10.1 | 11.6 | -6.2 | 15.8 | 4.5 | -1.0 | 8.6 | 19.2 | 8.3 | -5.3 | 3.6 | 27.4 | -27.4 | 25.8 | 12.2 | 14.6 | 9.1 | 47.2 | -10.0 | -4.8 | 22.5 | 4.4 | -2.8 | 9.5 | 1.9 | 1.8 |
| SR | NA | -1.58 | -0.05 | 0.95 | 0.34 | 0.62 | NA | 0.46 | -0.07 | 1.58 | 0.58 | 1.81 | -0.93 | 2.5 | 0.54 | -0.14 | 1.1 | 2.42 | 0.94 | -0.4 | 0.24 | 1.37 | -1.02 | 1.93 | 1.18 | 1.48 | 0.69 | 3.4 | -0.84 | -0.58 | 2.26 | 0.16 | -0.49 | 0.64 | -0.19 | 3.59 |
| DD(%) | NA | 4.5 | 11.0 | 13.9 | 19.4 | 19.4 | NA | 41.3 | 13.9 | 3.8 | 19.4 | 2.6 | 13.7 | 2.6 | 5.6 | 4.6 | 6.3 | 5.3 | 9.0 | 16.6 | 13.8 | 16.7 | 41.3 | 7.8 | 7.2 | 7.4 | 11.4 | 6.6 | 19.1 | 21.3 | 5.4 | 4.7 | 10.2 | 5.0 | 6.0 | 0.8 |
| SD(%) | NA | 8.5 | 13.2 | 12.3 | 11.4 | 9.7 | NA | 12.0 | 13.6 | 9.6 | 17.0 | 5.6 | 8.1 | 6.1 | 7.9 | 7.3 | 7.8 | 7.9 | 8.9 | 13.3 | 14.6 | 19.9 | 27.8 | 11.9 | 7.6 | 8.4 | 11.9 | 13.7 | 13.3 | 12.5 | 8.2 | 7.0 | 12.6 | 9.2 | 8.7 | 3.8 |
| TR | NA | -0.21 | -0.01 | 0.16 | 0.05 | 0.08 | NA | 0.07 | -0.02 | 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 | 0.1 | 0.13 | 0.06 | 0.37 | -0.14 | -0.09 | 2.66 | 0.05 | -0.4 | 0.1 | -0.02 | 1.08 |
| Alpha(%) | NA | -0.07 | 0.02 | 0.02 | 0.0 | 0.0 | NA | 0.0 | 0.04 | 0.0 | -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 | 0.04 | -0.01 | 0.07 | -0.01 | -0.01 | 0.07 | 0.0 | -0.03 | -0.01 | -0.02 | 0.05 |
| Beta(%) | NA | 0.64 | 0.58 | 0.73 | 0.73 | 0.78 | NA | 0.82 | 0.61 | 0.95 | 0.8 | 0.69 | 0.74 | 1.34 | 0.9 | 0.71 | 1.08 | 1.09 | 1.16 | 0.9 | 1.29 | 1.1 | 1.1 | 0.97 | 0.89 | 0.94 | 1.35 | 1.24 | 0.82 | 0.77 | 0.07 | 0.25 | 0.15 | 0.57 | 0.7 | 0.13 |
| RS | NA | 0.7 | 0.46 | 0.67 | 0.74 | 0.74 | NA | 0.62 | 0.5 | 0.72 | 0.93 | 0.77 | 0.79 | 0.78 | 0.79 | 0.7 | 0.85 | 0.89 | 0.91 | 0.84 | 0.88 | 0.84 | 0.86 | 0.56 | 0.61 | 0.54 | 0.63 | 0.73 | 0.75 | 0.6 | 0.01 | 0.16 | 0.02 | 0.44 | 0.45 | 0.07 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/1995
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. Rowe Price Capital Appreciation) 0.65% (99%)
- LCRIX (Leuthold Core Investment I) (99%)
- QOPYX (Oppenheimer Flexible Strategies Y) 0.20% (99%)
- RNCOX (RiverNorth Core Opportunity) (99%)
- AZNIX (Allianz AGIC Income & Growth Instl) 1.15% (98%)
- DNAIX (Dunham Appreciation & Income N) 0.23% (98%)
- COTZX (Columbia Thermostat Z) 0.07% (98%)
- PBAIX (BlackRock Managed Volatility Instl) (97%)
- ICMBX (Intrepid Capital) 0.85% (96%)
- GRSPX (Greenspring) (96%)
Best ETFs
* Day change on 03/21/2023.Best Closed End Funds
- ERH (Wells Fargo Advantage Util & High In) (100%)
- HTD (JHancock Tax-Advantaged Dividend Inc) (100%)
- ZTR (Zweig Total Return Common) (100%)
Latest Articles Related to LCORX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
