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Leuthold Core Investment Fund Inst Cl: (MF: LCRIX)
(NASDAQ Mutual Funds) As of Aug 11, 2025 08:00 PM ET
$22.89 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.17 | 47 |
| 3 months | 7.96 | 38 |
| 6 months | 7.17 | 47 |
| 1 Year | 9.68 | 65 |
| 3 Year | 10.35 | 52 |
| 5 Year | 9.25 | 41 |
| 10 Year | 6.62 | 45 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -33.08 |
| Bull Market (2/09 - 3/21) | 275.29 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 9.68 |
| 5 Year | 9.24 |
| 10 Year | 6.63 |
| Since Inception | 6.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.73 | 7.96 | NA | NA |
| 2024 | 6.95 | -1.51 | 5.25 | -2.76 |
| 2023 | 1.35 | 4.48 | -2.18 | 7.97 |
| 2022 | -4.11 | -6.46 | -2.80 | 6.99 |
| 2021 | 6.13 | 3.58 | -0.56 | 5.44 |
| 2020 | -10.95 | 10.46 | 5.05 | 6.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.17 | 7.79 | 11.84 | -6.72 | 15.27 | 10.17 | 11.68 | -6.07 | 15.88 | 4.60 | -0.88 |
| % Total Return Rel to Index | 0.96 | -17.22 | -14.39 | 11.47 | -13.40 | -8.23 | -19.80 | -1.68 | -5.91 | -7.32 | -2.26 |
| % Total Return Rel to Peer | 0.53 | -2.11 | -1.31 | 6.23 | 3.77 | -0.51 | -5.50 | 0.42 | 2.42 | -1.66 | 1.47 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 2.00 | 4.00 | 5.00 | 3.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.20 | 0.34 | 0.27 | 0.00 | 0.00 | 0.03 | 0.10 | 0.06 | 0.03 | 0.00 | 0.01 |
| % Yield | 0.88 | 1.47 | 1.60 | 0.00 | 0.00 | 0.15 | 0.51 | 0.31 | 0.15 | 0.00 | 0.06 |
| Capital Gains ($) | 0.00 | 1.13 | 0.90 | 1.44 | 1.15 | 0.02 | 0.27 | 1.83 | 0.65 | 0.08 | 0.69 |
| Expense Ratio | 1.31 | 1.31 | 1.29 | 1.26 | 1.26 | 1.25 | 1.22 | 1.27 | 1.10 | 1.17 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%