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LSLTX: LEUTHOLD SELECT INDUSTRIES FUND NO LOAD (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/01/2001 |
| Last Dividend Date: | 11/14/2024 |
| 12-Mo. Yield | 17.06% |
| Expenses | 1.50% |
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Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/01/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.9 | -4.4 | 3.5 | 9.9 | 6.4 | 9.7 | 9.7 | 8.3 | -3.8 | 17.2 | -13.2 | 22.2 | 9.1 | 26.4 | -11.9 | 21.9 | 5.3 | -0.7 | 16.3 | 41.9 | 11.9 | -6.5 | 0.6 | 18.6 | -34.7 | 37.8 | 12.6 | 24.8 | 11.3 | 55.4 | -30.4 | -6.1 |
| Sharpe Ratio | NA | 1.99 | -0.52 | -0.04 | 0.37 | 0.23 | NA | NA | 0.29 | -0.48 | 0.87 | -0.6 | 1.28 | 0.23 | 1.96 | -0.75 | 2.11 | 0.33 | -0.05 | 1.16 | 3.35 | 0.85 | -0.22 | 0.02 | 0.69 | -0.93 | 1.38 | 0.63 | 1.58 | 0.59 | 2.72 | -1.09 | -0.44 |
| Draw Down(%) | NA | 1.7 | 20.7 | 20.7 | 28.5 | 37.8 | NA | NA | 49.4 | 20.7 | 10.9 | 24.1 | 11.5 | 37.8 | 6.5 | 24.2 | 4.9 | 13.8 | 11.1 | 11.9 | 5.4 | 12.9 | 28.6 | 20.7 | 22.7 | 46.3 | 14.2 | 13.8 | 11.7 | 15.6 | 11.0 | 40.3 | 31.3 |
| Standard Deviation(%) | NA | 5.5 | 20.7 | 19.7 | 19.8 | 20.1 | NA | NA | 21.5 | 21.6 | 14.9 | 24.3 | 17.3 | 37.8 | 12.8 | 17.7 | 10.1 | 15.7 | 15.8 | 14.0 | 12.5 | 14.0 | 29.1 | 21.3 | 26.8 | 38.2 | 25.3 | 14.9 | 14.4 | 17.5 | 20.1 | 28.9 | 20.7 |
| Treynor Ratio | NA | 3.07 | -0.29 | -0.01 | 0.09 | 0.05 | NA | NA | 0.06 | -0.1 | 0.13 | -0.16 | 0.21 | 0.09 | 0.26 | -0.14 | 0.16 | 0.05 | -0.01 | 0.14 | 0.39 | 0.11 | -0.05 | 0.0 | 0.2 | -0.4 | 0.27 | 0.07 | 0.2 | 0.08 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | -0.04 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.1 | -0.03 | 0.03 | -0.02 | -0.04 | -0.01 | -0.03 | -0.03 | -0.03 | -0.01 | 0.0 | 0.02 | -0.02 | -0.03 | -0.06 | -0.02 | -0.01 | 0.11 | -0.02 | 0.06 | 0.01 | NA | NA | NA |
| Beta | NA | 0.04 | 0.37 | 0.75 | 0.85 | 0.95 | NA | NA | 0.99 | 1.05 | 0.98 | 0.94 | 1.08 | 0.99 | 0.96 | 0.98 | 1.38 | 1.12 | 0.96 | 1.16 | 1.06 | 1.06 | 1.2 | 1.13 | 0.91 | 0.88 | 1.31 | 1.3 | 1.15 | 1.3 | NA | NA | NA |
| RSquared | NA | 0.03 | 0.13 | 0.54 | 0.62 | 0.77 | NA | NA | 0.68 | 0.42 | 0.76 | 0.91 | 0.69 | 0.84 | 0.89 | 0.9 | 0.83 | 0.89 | 0.89 | 0.9 | 0.89 | 0.94 | 0.96 | 0.93 | 0.86 | 0.89 | 0.62 | 0.79 | 0.67 | 0.64 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 17.1 | 8.4 | 7.3 | 5.5 | 6.4 | 7.7 | N/A | 18.0 | 4.4 | 1.5 | 0.0 | 0.0 | 3.4 | 7.9 | 5.6 | 0.1 | 1.3 | 0.0 | 0.1 | 0.4 | 0.0 | 0.3 | 0.0 | 0.0 | 39.9 | 2.7 | 1.3 | 0.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 380.7 | 1003.2 | 81.6 | 52.1 | N/A | N/A | N/A | 380.7 | 147.2 | N/A | N/A | -100.0 | -65.5 | 65.7 | 5208.3 | -91.6 | N/A | -100.0 | -67.3 | N/A | -100.0 | N/A | N/A | -100.0 | 1515.0 | 169.6 | 327.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2001
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