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LCRIX: LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 22.11 0.14(0.63%) June 13
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 01/31/2006 |
| Last Dividend Date: | 03/19/2025 |
| 12-Mo. Yield | 1.67% |
| Expenses | 1.44% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/31/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 3.7 | 0.7 | 3.1 | 4.4 | 4.0 | 5.4 | 5.1 | 2.6 | 7.1 | -13.0 | 9.8 | 10.0 | 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 | 0.48 | -0.23 | -0.02 | 0.22 | 0.26 | NA | 0.31 | -0.41 | 0.32 | -1.11 | 0.92 | 0.57 | 1.83 | -0.92 | 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 | 9.7 | 13.6 | 13.6 | 18.4 | 19.4 | NA | 41.3 | 9.3 | 5.0 | 13.8 | 7.8 | 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 | 10.9 | 10.9 | 10.4 | 10.6 | 10.1 | NA | 12.5 | 9.7 | 8.9 | 13.0 | 10.6 | 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 | -0.04 | 0.0 | 0.03 | 0.03 | NA | 0.04 | -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 | 0.24 | 0.03 |
| Alpha | NA | 0.01 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.01 | -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 | 0.63 | 0.71 | 0.68 | 0.73 | 0.76 | NA | 0.93 | 0.78 | 0.66 | 0.63 | 0.96 | 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 |
| RSquared | NA | 0.79 | 0.64 | 0.57 | 0.61 | 0.72 | NA | 0.76 | 0.55 | 0.5 | 0.61 | 0.56 | 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 | 0.58 |
| Yield(%) | N/A | 0.6 | 1.7 | 1.2 | 0.8 | 2.4 | 3.5 | N/A | 1.6 | 1.4 | 0.0 | 0.0 | 0.2 | 2.1 | 9.1 | 3.7 | 0.5 | 3.8 | 7.1 | 9.5 | 2.1 | 2.1 | 0.4 | 0.4 | 1.6 | 28.0 | 0.0 |
| Dividend Growth(%) | N/A | -64.5 | 24.5 | 96.8 | -80.3 | N/A | N/A | N/A | 25.5 | N/A | N/A | -100.0 | -91.2 | -80.1 | 176.6 | 733.8 | -88.3 | -45.2 | -20.1 | 377.7 | -4.0 | 407.2 | 35.3 | -82.6 | -94.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2006
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