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LCORX: LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS (MUTUAL FUND)
Basic Info 21.84 0.02(0.09%) May 23
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/17/1995 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 0.97% |
| Expenses | 1.44% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/17/1995 |
2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.3 | -0.2 | 1.9 | 4.1 | 3.6 | 5.3 | 5.8 | 6.3 | 2.5 | 6.9 | -13.0 | 9.7 | 9.9 | 11.6 | -6.2 | 15.8 | 4.5 | -1.0 | 8.6 | 19.2 | 8.3 | -5.3 | 3.6 | 27.4 | -27.4 | 28.2 | 12.2 | 14.6 | 9.1 | 47.2 | -10.0 | -4.8 | 22.5 | 4.4 | -2.8 | 9.5 | 1.9 | 1.8 |
| Sharpe Ratio | NA | 0.4 | -0.59 | -0.27 | 0.18 | 0.2 | NA | NA | 0.38 | -0.42 | 0.3 | -1.11 | 0.91 | 0.57 | 1.81 | -0.93 | 2.5 | 0.54 | -0.14 | 1.1 | 2.42 | 0.94 | -0.4 | 0.24 | 1.37 | -1.02 | 1.95 | 1.18 | 1.48 | 0.69 | 3.4 | -0.84 | -0.58 | 2.26 | 0.16 | -0.49 | 0.64 | -0.19 | 3.59 |
| Draw Down(%) | NA | 10.1 | 14.1 | 14.1 | 18.5 | 19.4 | NA | NA | 41.3 | 9.3 | 5.0 | 13.9 | 7.9 | 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 |
| Standard Deviation(%) | NA | 11.7 | 11.0 | 10.7 | 10.7 | 10.1 | NA | NA | 12.0 | 9.7 | 8.9 | 13.1 | 10.6 | 17.1 | 5.6 | 8.1 | 6.1 | 7.9 | 7.3 | 7.8 | 7.9 | 8.9 | 13.3 | 14.6 | 19.9 | 27.8 | 13.0 | 7.6 | 8.4 | 11.9 | 13.7 | 13.3 | 12.5 | 8.2 | 7.0 | 12.6 | 9.2 | 8.7 | 3.8 |
| Treynor Ratio | NA | 0.08 | -0.1 | -0.04 | 0.03 | 0.03 | NA | NA | 0.06 | -0.05 | 0.04 | -0.23 | 0.1 | 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 | 0.25 | 0.1 | 0.13 | 0.06 | 0.37 | -0.14 | -0.09 | 2.58 | 0.05 | -0.41 | 0.1 | -0.02 | 0.44 |
| Alpha | NA | 0.02 | -0.02 | -0.02 | 0.0 | -0.01 | NA | NA | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.04 | -0.05 | 0.02 | -0.01 | 0.08 | 0.01 | 0.04 | -0.02 | 0.07 | -0.01 | -0.01 | 0.07 | -0.01 | -0.03 | -0.02 | -0.03 | 0.03 |
| Beta | NA | 0.6 | 0.64 | 0.65 | 0.7 | 0.74 | NA | NA | 0.81 | 0.78 | 0.66 | 0.63 | 0.96 | 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 | 1.01 | 0.88 | 0.94 | 1.36 | 1.24 | 0.82 | 0.77 | 0.07 | 0.24 | 0.15 | 0.62 | 0.77 | 0.31 |
| RSquared | NA | 0.73 | 0.57 | 0.56 | 0.6 | 0.7 | NA | NA | 0.61 | 0.55 | 0.5 | 0.61 | 0.57 | 0.93 | 0.77 | 0.79 | 0.78 | 0.79 | 0.7 | 0.85 | 0.89 | 0.92 | 0.84 | 0.88 | 0.84 | 0.86 | 0.49 | 0.59 | 0.54 | 0.64 | 0.72 | 0.72 | 0.6 | 0.02 | 0.15 | 0.02 | 0.47 | 0.51 | 0.26 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.9 | 0.6 | 2.3 | 3.4 | 4.8 | N/A | 1.5 | 1.3 | 0.0 | 0.0 | 0.1 | 2.1 | 9.1 | 3.6 | 0.5 | 3.8 | 7.0 | 9.4 | 2.0 | 2.0 | 0.3 | 0.3 | 1.5 | 28.7 | 3.2 | 5.9 | 5.3 | 0.5 | 1.5 | 2.5 | 11.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -26.0 | 59.7 | -84.6 | -60.1 | N/A | N/A | N/A | 15.1 | N/A | N/A | -100.0 | -93.1 | -80.8 | 184.2 | 704.9 | -88.2 | -45.4 | -19.7 | 399.1 | -4.8 | 494.6 | 40.0 | -85.5 | -94.9 | 868.9 | -40.2 | 14.1 | 1520.0 | -70.8 | -44.7 | -76.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/1995
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