Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) | 7.82% | 18.63% | 13.12% | 4.88% | 6.77% | 6.25% | 6.38% | … | … |
Data as of 06/04/2026, Common starting date is 11/17/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) | 11/17/1995 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 18.63 | 13.12 | 4.88 | 6.77 | 6.25 | 6.38 | … | … | 7.82 | 14.40 | 7.68 | 11.70 | -13.04 | 9.68 | 9.94 | 11.58 | -6.22 | 15.79 | 4.51 | -0.99 | 8.60 | 19.18 | 8.31 | -5.34 | 3.59 | 27.42 | -27.43 | 28.21 | 12.22 | 14.58 | 9.11 | 47.19 | -10.05 | -4.81 | 22.53 | 4.35 | -2.82 | 9.45 | 1.87 | 1.80 |
| Sharpe Ratio | NA | 1.85 | 1.12 | 0.22 | 0.51 | NA | NA | … | … | 1.46 | 1.28 | 0.49 | 1.06 | -1.11 | 0.91 | 0.56 | 1.80 | -0.94 | 2.49 | 0.54 | -0.14 | 1.10 | 2.41 | 0.94 | -0.40 | 0.24 | 1.37 | -1.02 | 1.94 | 1.16 | 1.46 | 0.68 | 3.40 | -0.84 | -0.59 | 2.25 | 0.14 | -0.50 | 0.63 | -0.20 | 3.52 |
| Standard Deviation(%) | NA | 8.46 | 8.67 | 9.88 | 10.05 | NA | NA | … | … | 10.23 | 9.05 | 8.33 | 7.65 | 13.06 | 10.65 | 17.10 | 5.62 | 8.12 | 6.09 | 7.91 | 7.34 | 7.78 | 7.93 | 8.89 | 13.32 | 14.60 | 19.89 | 27.80 | 13.00 | 7.60 | 8.41 | 11.92 | 13.69 | 13.26 | 12.48 | 8.15 | 7.03 | 12.57 | 9.17 | 8.69 | 3.83 |
| Draw Down(%) | NA | 6.55 | 9.97 | 18.52 | 19.38 | NA | NA | … | … | 6.55 | 9.70 | 5.42 | 5.05 | 13.92 | 7.85 | 19.38 | 2.60 | 13.70 | 2.57 | 5.62 | 4.61 | 6.33 | 5.33 | 8.98 | 16.64 | 13.84 | 16.67 | 41.32 | 7.82 | 7.17 | 7.37 | 11.38 | 6.62 | 19.14 | 21.32 | 5.43 | 4.68 | 10.19 | 4.95 | 5.98 | 0.78 |
| Yield(%) | 0.00 | 8.11 | 7.23 | 3.85 | 4.17 | 4.43 | 5.05 | … | … | 0.44 | 8.41 | 6.82 | 5.90 | 0.00 | 0.00 | 0.13 | 2.07 | 9.06 | 3.59 | 0.47 | 3.76 | 7.02 | 9.39 | 2.00 | 1.95 | 0.34 | 0.30 | 1.52 | 28.67 | 3.18 | 5.91 | 5.29 | 0.47 | 1.46 | 2.45 | 11.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/17/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) |
-2.47%
Feb 2006 – Feb 2009 |
-0.36%
Dec 2007 – Dec 2012 |
3.90%
May 2008 – May 2018 |
3.33%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) |
23.60%
Mar 2003 – Mar 2006 |
21.50%
Dec 2002 – Dec 2007 |
11.08%
May 1998 – May 2008 |
9.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart