Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) | 6.89% | 2.44% | 3.84% | 3.73% | 4.30% | 5.45% | 5.74% | 6.53% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.75 | 2.44 | 3.84 | 3.73 | 4.30 | 5.45 | 5.74 | 6.53 | 6.89 | 2.48 | 6.93 | -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 | -0.07 | 0.05 | 0.18 | 0.28 | NA | NA | 0.40 | 0.95 | -0.42 | 0.30 | -1.11 | 0.91 | 0.57 | 1.81 | -0.93 | 2.50 | 0.54 | -0.14 | 1.10 | 2.42 | 0.94 | -0.40 | 0.24 | 1.37 | -1.02 | 1.95 | 1.18 | 1.48 | 0.69 | 3.40 | -0.84 | -0.58 | 2.26 | 0.16 | -0.49 | 0.64 | -0.19 | 3.59 |
| Standard Deviation(%) | NA | 10.82 | 10.34 | 10.58 | 10.13 | NA | NA | 11.93 | 10.14 | 9.74 | 8.87 | 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 | 13.65 | 13.65 | 18.52 | 19.38 | NA | NA | 41.32 | 9.70 | 9.29 | 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 | 1.13 | 1.07 | 0.69 | 2.34 | 3.37 | 4.50 | 6.10 | 0.48 | 1.46 | 1.33 | 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 07/25/2025, AR inception 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 |
3.44%
Mar 2015 - Mar 2025 |
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