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Leuthold Grizzly Short Fund: (MF: GRZZX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$5.70 USD
-0.10 (-1.72%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.16 | 4 |
| 3 months | 5.16 | 4 |
| 6 months | 3.44 | 8 |
| 1 Year | -0.51 | 77 |
| 3 Year | -2.34 | 86 |
| 5 Year | -17.45 | 93 |
| 10 Year | -12.88 | 91 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | -56.59 |
| Bear Market (10/07 - 2/09) | 123.82 |
| Bull Market (2/09 - 3/21) | -96.10 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -0.51 |
| 5 Year | -17.45 |
| 10 Year | -12.88 |
| Since Inception | -9.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.16 | NA | NA | NA |
| 2024 | -1.41 | 1.74 | -5.47 | -1.64 |
| 2023 | -10.84 | -6.37 | 7.62 | -9.44 |
| 2022 | 4.86 | 22.19 | 3.12 | -7.35 |
| 2021 | -9.13 | -7.27 | 1.99 | -2.09 |
| 2020 | 25.81 | -29.82 | -13.58 | -23.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.16 | -6.74 | -18.65 | 22.42 | -15.86 | -41.32 | -29.42 | 0.49 | -19.84 | -14.40 | 3.80 |
| % Total Return Rel to Index | 9.43 | -31.76 | -44.89 | 40.62 | -44.54 | -59.72 | -60.91 | 4.88 | -41.63 | -26.34 | 2.42 |
| % Total Return Rel to Peer | 12.54 | -28.75 | -44.77 | 47.28 | -30.69 | -67.11 | -54.63 | 4.90 | -39.08 | -17.90 | 3.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.12 | 0.57 | 0.43 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 2.05 | 9.73 | 8.25 | 0.00 | 0.00 | 0.00 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 2.91 | 2.71 | 2.68 | 2.93 | 2.84 | 2.61 | 2.64 | 2.63 | 2.65 | 2.81 |
* 1 = Top 20%, 5 = Bottom 20%