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Leuthold Select Industries Fd: (MF: LSLTX)
(NASDAQ Mutual Funds) As of May 7, 2024 08:00 PM ET
$37.24 USD
+0.07 (0.19%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.77 | 38 |
| 3 months | 10.77 | 38 |
| 6 months | 24.68 | 35 |
| 1 Year | 29.43 | 38 |
| 3 Year | 10.35 | 24 |
| 5 Year | 15.03 | 20 |
| 10 Year | 10.76 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 210.76 |
| Bear Market (10/07 - 2/09) | -43.06 |
| Bull Market (2/09 - 3/21) | 495.02 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 29.43 |
| 5 Year | 15.02 |
| 10 Year | 10.76 |
| Since Inception | 9.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.77 | NA | NA | NA |
| 2023 | 4.27 | 8.46 | -4.28 | 12.55 |
| 2022 | -6.29 | -13.96 | -4.56 | 12.91 |
| 2021 | 13.03 | 6.40 | -1.11 | 8.91 |
| 2020 | -24.30 | 24.86 | 9.73 | 12.78 |
| 2019 | 11.53 | 3.63 | 1.91 | 7.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.77 | 21.83 | -13.12 | 29.54 | 16.98 | 26.39 | -11.89 | 21.83 | 5.32 | -0.72 | 16.26 |
| % Total Return Rel to Index | 0.21 | -4.40 | 5.08 | 0.85 | -1.41 | -5.09 | -7.49 | 0.04 | -6.60 | -2.11 | 2.62 |
| % Total Return Rel to Peer | 0.82 | -1.16 | 6.57 | 7.48 | -2.93 | -2.02 | -5.02 | 1.16 | -2.49 | 0.87 | 8.06 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 1.00 | 3.00 | 4.00 | 5.00 | 3.00 | 4.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.52 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.02 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 1.66 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.09 | 0.02 | 0.00 |
| Capital Gains ($) | 0.00 | 1.29 | 0.00 | 2.08 | 1.96 | 0.73 | 2.10 | 1.27 | 0.00 | 0.27 | 0.00 |
| Expense Ratio | 0.00 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.50 | 1.58 |
* 1 = Top 20%, 5 = Bottom 20%