Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGIIX (LEUTHOLD GLOBAL INDUSTRIES FUND INSTITUTIONAL CLASS) | NA | -43.04% | -19.58% | -14.16% | -1.29% | NA | NA | … | … |
Data as of 11/17/2022, Common starting date is 05/19/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGIIX (LEUTHOLD GLOBAL INDUSTRIES FUND INSTITUTIONAL CLASS) | 05/19/2010 | 11/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -43.04 | -19.58 | -14.16 | -1.29 | NA | NA | … | … | -36.48 | -18.42 | 0.00 | 12.97 | -22.53 | 25.02 | 2.43 | -1.79 | 6.74 | 34.19 | 16.79 | -13.79 | 26.11 |
| Sharpe Ratio | NA | -1.33 | -0.61 | -0.59 | -0.08 | NA | NA | … | … | -1.25 | -0.29 | 0.00 | 1.19 | -1.40 | 2.64 | 0.13 | -0.12 | 0.56 | 2.78 | 1.26 | -0.59 | 2.64 |
| Standard Deviation(%) | NA | 33.11 | 32.78 | 25.61 | 19.91 | NA | NA | … | … | 33.16 | 37.25 | NA | 9.69 | 17.07 | 9.26 | 16.52 | 15.26 | 11.96 | 12.30 | 13.38 | 23.32 | 17.04 |
| Draw Down(%) | NA | 44.73 | 49.53 | 58.83 | 58.83 | NA | NA | … | … | 38.36 | 28.52 | 0.00 | 6.82 | 31.44 | 3.97 | 14.02 | 14.14 | 12.64 | 7.66 | 13.46 | 28.17 | 8.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.46 | 4.79 | 3.86 | 2.89 | … | … | 0.00 | 0.00 | 0.00 | 0.47 | 10.67 | 9.42 | 4.61 | 4.03 | 2.69 | 1.26 | 0.08 | 0.62 | 1.25 |
Data as of 11/17/2022, Common starting date is 05/19/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGIIX (LEUTHOLD GLOBAL INDUSTRIES FUND INSTITUTIONAL CLASS) |
-21.41%
Jun 2019 – Jun 2022 |
-11.32%
Oct 2017 – Oct 2022 |
-0.95%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGIIX (LEUTHOLD GLOBAL INDUSTRIES FUND INSTITUTIONAL CLASS) |
20.59%
May 2012 – May 2015 |
14.71%
Jun 2010 – Jun 2015 |
4.97%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart