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LCRIX: Leuthold Core Investment I (MUTUAL FUND)
Basic Info 21.3 0.02(0.09%) May 20
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (99%) |
Start Date: | 02/01/2006 |
Last Dividend Date: | 11/18/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 05/20/2022)
Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -1.1 | -7.7 | -3.5 | 8.0 | 6.2 | 7.5 | 5.3 | 5.8 | 15.3 | 10.2 | 11.7 | -6.1 | 15.9 | 4.6 | -0.9 | 8.7 | 19.3 | 8.4 | -5.2 | 3.7 | 27.6 | -27.4 | 25.1 | 5.4 |
SR | NA | -1.59 | -0.36 | 0.62 | 0.52 | 0.77 | NA | 0.4 | 1.59 | 0.58 | 1.83 | -0.91 | 2.5 | 0.56 | -0.12 | 1.11 | 2.43 | 0.94 | -0.39 | 0.24 | 1.39 | -1.02 | 1.87 | 0.34 |
DD(%) | NA | 8.3 | 8.3 | 19.3 | 19.3 | 19.3 | NA | 41.3 | 3.8 | 19.3 | 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 |
SD(%) | NA | 12.0 | 10.0 | 12.4 | 10.5 | 9.3 | NA | 12.8 | 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 | 11.9 | 7.7 |
TR | NA | -0.27 | -0.05 | 0.1 | 0.07 | 0.09 | NA | 0.05 | 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 | 0.23 | 0.03 |
Alpha(%) | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 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 |
Beta(%) | NA | 0.7 | 0.76 | 0.8 | 0.79 | 0.83 | NA | 0.97 | 0.95 | 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 | 0.98 | 0.88 |
RS | NA | 0.8 | 0.73 | 0.86 | 0.84 | 0.82 | NA | 0.81 | 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 | 0.59 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2006
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