Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) | 7.24% | 4.27% | 4.84% | 4.52% | 4.40% | 5.94% | NA | 5.34% |
Data as of 07/03/2025, AR inception is 01/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) | 01/31/2006 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 4.27 | 4.84 | 4.52 | 4.40 | 5.94 | NA | 5.34 | 7.24 | 2.60 | 7.09 | -12.95 | 9.80 | 10.02 | 11.71 | -6.10 | 15.92 | 4.62 | -0.89 | 8.68 | 19.27 | 8.43 | -5.19 | 3.67 | 27.65 | -27.42 | 27.54 | 5.41 |
| Sharpe Ratio | NA | 0.01 | 0.05 | 0.26 | 0.27 | NA | NA | 0.32 | 0.93 | -0.41 | 0.32 | -1.11 | 0.92 | 0.57 | 1.83 | -0.92 | 2.50 | 0.56 | -0.13 | 1.11 | 2.43 | 0.94 | -0.39 | 0.24 | 1.39 | -1.02 | 1.89 | 0.34 |
| Standard Deviation(%) | NA | 10.99 | 10.36 | 10.60 | 10.15 | NA | NA | 12.54 | 10.70 | 9.70 | 8.87 | 13.01 | 10.63 | 17.14 | 5.62 | 8.10 | 6.14 | 7.93 | 7.33 | 7.78 | 7.91 | 8.99 | 13.33 | 14.65 | 19.85 | 27.80 | 13.04 | 7.71 |
| Draw Down(%) | NA | 13.60 | 13.60 | 18.38 | 19.35 | NA | NA | 41.27 | 9.70 | 9.25 | 5.04 | 13.83 | 7.83 | 19.35 | 2.60 | 13.62 | 2.52 | 5.62 | 4.61 | 6.31 | 5.31 | 8.93 | 16.59 | 13.80 | 16.68 | 41.27 | 7.78 | 7.17 |
| Yield(%) | 0.00 | 1.37 | 1.20 | 0.78 | 2.40 | 3.65 | 3.87 | 4.07 | 0.57 | 1.63 | 1.37 | 0.00 | 0.00 | 0.17 | 2.15 | 9.12 | 3.72 | 0.47 | 3.81 | 7.10 | 9.54 | 2.12 | 2.05 | 0.42 | 0.39 | 1.62 | 28.04 | 0.00 |
Data as of 07/03/2025, AR inception is 01/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) |
-3.64%
Feb 2006 - Feb 2009 |
-0.25%
Dec 2007 - Dec 2012 |
3.55%
Mar 2015 - Mar 2025 |
3.44%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) |
13.97%
Feb 2009 - Feb 2012 |
13.01%
Feb 2009 - Feb 2014 |
8.61%
Feb 2009 - Feb 2019 |
7.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart