Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) | 7.91% | 18.78% | 13.24% | 5.00% | 6.89% | 6.37% | 6.31% | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 18.78 | 13.24 | 5.00 | 6.89 | 6.37 | 6.31 | … | … | 7.91 | 14.49 | 7.77 | 11.85 | -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 | 1.87 | 1.13 | 0.23 | 0.52 | NA | NA | … | … | 1.48 | 1.29 | 0.50 | 1.08 | -1.11 | 0.92 | 0.57 | 1.82 | -0.93 | 2.50 | 0.56 | -0.13 | 1.11 | 2.43 | 0.94 | -0.39 | 0.24 | 1.39 | -1.02 | 1.88 | 0.32 |
| Standard Deviation(%) | NA | 8.47 | 8.66 | 9.86 | 10.05 | NA | NA | … | … | 10.24 | 9.05 | 8.28 | 7.67 | 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 | 6.54 | 9.94 | 18.38 | 19.35 | NA | NA | … | … | 6.54 | 9.70 | 5.41 | 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 | 8.24 | 7.36 | 3.93 | 4.26 | 4.53 | 4.96 | … | … | 0.46 | 8.60 | 6.97 | 5.92 | 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 06/04/2026, Common starting date 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 |
4.01%
May 2008 – May 2018 |
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 |
7.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart