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LCRIX: LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 21.71 0.08(0.37%) April 19
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (99%) |
Start Date: | 01/31/2006 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 1.19% |
Expenses | 1.44% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 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(%) | -2.0 | 2.7 | 13.0 | 4.3 | 7.7 | 6.2 | 7.6 | 6.1 | 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 | 1.86 | 1.54 | 0.33 | 0.59 | 0.59 | 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 | 2.0 | 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 | 7.8 | 7.6 | 9.3 | 11.0 | 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 | 0.16 | 0.15 | 0.04 | 0.09 | 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 | 0.02 | 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 |
RSquared | NA | 0.84 | 0.76 | 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 | 6.0 | 5.7 | 4.7 | 4.7 | 6.0 | 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 | -19.2 | 69.4 | -6.2 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2006
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See Moderate Allocation Asset Class Trend Rankings |
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