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Leuthold Core Investment Fund: (MF: LCORX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$21.79 USD
+0.15 (0.69%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.93 | 27 |
| 3 months | 6.93 | 27 |
| 6 months | 15.42 | 41 |
| 1 Year | 17.92 | 32 |
| 3 Year | 6.51 | 7 |
| 5 Year | 8.60 | 31 |
| 10 Year | 6.34 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 152.33 |
| Bear Market (10/07 - 2/09) | -33.16 |
| Bull Market (2/09 - 3/21) | 242.06 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 17.92 |
| 5 Year | 8.60 |
| 10 Year | 6.34 |
| Since Inception | 8.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.93 | NA | NA | NA |
| 2023 | 1.29 | 4.42 | -2.17 | 7.94 |
| 2022 | -4.13 | -6.48 | -2.86 | 7.02 |
| 2021 | 6.10 | 3.55 | -0.56 | 5.41 |
| 2020 | -10.96 | 10.42 | 5.06 | 6.57 |
| 2019 | 4.23 | 2.23 | 1.34 | 3.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.93 | 11.69 | -6.79 | 15.17 | 10.08 | 11.56 | -6.20 | 15.76 | 4.49 | -0.98 | 8.60 |
| % Total Return Rel to Index | -3.62 | -14.54 | 11.41 | -13.51 | -8.31 | -19.92 | -1.80 | -6.03 | -7.44 | -2.37 | -5.03 |
| % Total Return Rel to Peer | 1.79 | -1.46 | 6.17 | 3.66 | -0.59 | -5.63 | 0.29 | 2.30 | -1.77 | 1.37 | 4.52 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 2.00 | 4.00 | 5.00 | 3.00 | 3.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.09 | 0.26 | 0.00 | 0.00 | 0.02 | 0.08 | 0.04 | 0.01 | 0.00 | 0.00 | 0.14 |
| % Yield | 0.39 | 1.16 | 0.00 | 0.00 | 0.11 | 0.44 | 0.23 | 0.04 | 0.00 | 0.01 | 0.71 |
| Capital Gains ($) | 0.00 | 0.90 | 1.44 | 1.15 | 0.02 | 0.27 | 1.83 | 0.65 | 0.08 | 0.69 | 1.13 |
| Expense Ratio | 0.00 | 1.39 | 1.34 | 1.36 | 1.34 | 1.32 | 1.38 | 1.21 | 1.29 | 1.30 | 1.28 |
* 1 = Top 20%, 5 = Bottom 20%