Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLBIX (LEUTHOLD GLOBAL FUND LEUTHOLD GLOBAL FUND (INSTITUTIONAL)) | 13.98% | 24.70% | 13.43% | 5.62% | 5.96% | 5.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLBIX (LEUTHOLD GLOBAL FUND LEUTHOLD GLOBAL FUND (INSTITUTIONAL)) | 05/02/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 24.70 | 13.43 | 5.62 | 5.96 | 5.27 | NA | … | … | 13.98 | 17.72 | 1.08 | 8.31 | -11.15 | 12.85 | 7.52 | 9.37 | -12.85 | 16.73 | 1.69 | -1.62 | 3.39 | 17.79 | 11.12 | -7.24 | 15.88 | 30.49 | -26.49 |
| Sharpe Ratio | NA | 2.43 | 1.14 | 0.31 | 0.43 | NA | NA | … | … | 2.76 | 1.91 | -0.30 | 0.62 | -1.07 | 1.27 | 0.44 | 1.31 | -1.76 | 2.71 | 0.16 | -0.23 | 0.49 | 2.13 | 1.24 | -0.59 | 1.24 | 1.88 | -1.56 |
| Standard Deviation(%) | NA | 8.39 | 8.30 | 9.21 | 9.73 | NA | NA | … | … | 10.63 | 7.78 | 8.42 | 7.59 | 11.76 | 10.06 | 16.46 | 6.02 | 8.10 | 5.95 | 8.97 | 7.06 | 6.84 | 8.32 | 8.98 | 12.34 | 12.74 | 16.19 | 24.18 |
| Draw Down(%) | NA | 6.39 | 6.39 | 16.14 | 26.81 | NA | NA | … | … | 6.39 | 5.41 | 5.50 | 5.71 | 16.14 | 4.68 | 20.79 | 3.37 | 18.50 | 2.30 | 6.64 | 6.65 | 7.45 | 6.25 | 9.47 | 15.92 | 11.37 | 16.75 | 36.17 |
| Yield(%) | 0.00 | 9.67 | 7.00 | 3.99 | 4.65 | 4.75 | 4.13 | … | … | 0.00 | 10.42 | 7.81 | 2.67 | 1.31 | 0.00 | 0.27 | 1.13 | 6.78 | 9.91 | 9.01 | 3.56 | 10.87 | 11.21 | 1.64 | 2.14 | 5.93 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLBIX (LEUTHOLD GLOBAL FUND LEUTHOLD GLOBAL FUND (INSTITUTIONAL)) |
-2.65%
Mar 2017 – Mar 2020 |
-0.88%
Mar 2015 – Mar 2020 |
2.43%
Jun 2014 – Jun 2024 |
3.77%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLBIX (LEUTHOLD GLOBAL FUND LEUTHOLD GLOBAL FUND (INSTITUTIONAL)) |
18.75%
Feb 2009 – Feb 2012 |
15.84%
Feb 2009 – Feb 2014 |
8.50%
Feb 2009 – Feb 2019 |
7.08%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart