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Leuthold Core Investment Retail (LCORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.07-0.01 (-0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.27%
5-year average return7.79%
Number of years up21
Number of years down7
Best 1-yr total return (27 Jun 2024)27.49%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.49%
Worst 3-yr total return2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCORXCategory
YTD5.07%9.69%
1-month2.74%0.97%
3-month0.78%5.21%
1-year15.87%27.45%
3-year4.19%8.85%
5-year8.45%8.56%
10-year5.97%5.61%
Last bull market16.16%10.63%
Last bear market-6.49%-12.05%

Annual total return (%) history

Year
LCORXCategory
2024
N/AN/A
2023
11.70%N/A
2022
-6.79%N/A
2021
15.17%N/A
2020
10.09%9.83%
2019
11.58%14.61%
2018
-6.21%-7.70%
2017
15.77%12.63%
2016
4.51%5.99%
2015
-0.98%-5.93%
2014
8.58%2.41%
2013
19.18%8.62%
2012
8.32%9.45%
2011
-5.34%-3.36%
2010
3.53%10.53%
2009
27.49%20.30%
2008
-27.44%-23.59%
2007
19.00%6.85%
2006
12.21%9.91%
2005
14.58%5.05%
2004
8.26%8.16%
2003
47.18%18.15%
2002
-10.06%-9.70%
2001
-4.81%-5.38%
2000
22.71%3.91%
1999
9.52%10.05%
1998
11.60%5.64%
1997
17.25%20.79%
1996
9.32%12.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20231.29%4.43%-2.17%7.94%
2022-4.13%-6.49%-2.86%7.03%
20216.10%3.55%-0.56%5.42%
2020-10.97%10.42%5.07%6.58%
20194.24%2.23%1.34%3.31%
20180.91%-2.35%1.56%-6.29%
20173.69%3.53%4.55%3.14%
20161.65%-1.45%2.44%1.85%
20151.96%-0.42%-1.65%-0.83%
20143.87%3.16%-2.74%4.19%
20137.59%-1.78%5.42%6.98%
20128.13%-3.96%4.40%-0.10%
20115.40%0.89%-13.31%2.69%
20101.73%-10.61%7.75%5.65%
2009-5.37%12.00%16.10%3.61%
2008-2.11%0.35%-13.39%-14.71%
20072.03%7.50%4.27%4.04%
20063.86%0.60%-1.20%8.69%
20051.84%0.14%8.78%3.30%
20041.48%-1.03%1.11%6.61%
20031.22%16.63%9.11%14.26%
2002-0.83%-5.70%-8.63%5.27%
2001-1.22%3.15%-13.98%8.60%
20005.09%3.57%5.13%7.24%
19990.66%4.08%-1.06%5.65%
19984.53%1.10%2.70%2.83%
1997-1.92%4.21%8.79%5.45%
1996-0.88%1.96%1.96%6.09%

Rank in category (by total return)

YTD53
1-month60
3-month85
1-year37
3-year16
5-year22

Load adjusted returns

1-year15.87%
3-year4.19%
5-year8.45%
10-year5.97%