UK markets closed

Leuthold Core Investment I (LCRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.22-0.01 (-0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.43%
5-year average return7.89%
Number of years up12
Number of years down5
Best 1-yr total return (20 Jun 2024)27.65%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return27.65%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCRIXCategory
YTD5.11%9.69%
1-month2.73%0.97%
3-month0.79%5.21%
1-year15.99%27.45%
3-year4.28%8.85%
5-year8.56%8.56%
10-year6.07%5.61%
Last bull market16.22%10.63%
Last bear market-6.46%-12.05%

Annual total return (%) history

Year
LCRIXCategory
2024
N/AN/A
2023
11.85%N/A
2022
-6.73%N/A
2021
15.28%N/A
2020
10.17%9.83%
2019
11.70%14.61%
2018
-6.08%-7.70%
2017
15.88%12.63%
2016
4.62%5.99%
2015
-0.88%-5.93%
2014
8.66%2.41%
2013
19.27%8.62%
2012
8.44%9.45%
2011
-5.19%-3.36%
2010
3.67%10.53%
2009
27.65%20.30%
2008
-27.43%-23.59%
2007
19.20%6.85%
2006
N/A9.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.96%N/AN/AN/A
20231.36%4.48%-2.18%7.98%
2022-4.12%-6.46%-2.80%6.99%
20216.14%3.59%-0.56%5.45%
2020-10.96%10.46%5.06%6.62%
20194.25%2.26%1.42%3.32%
20180.98%-2.32%1.59%-6.28%
20173.74%3.54%4.60%3.14%
20161.65%-1.34%2.44%1.85%
20152.01%-0.43%-1.65%-0.78%
20143.90%3.19%-2.67%4.13%
20137.58%-1.75%5.45%7.01%
20128.13%-3.88%4.37%-0.04%
20115.49%0.92%-13.28%2.70%
20101.84%-10.62%7.83%5.62%
2009-5.27%11.98%16.21%3.55%
2008-2.14%0.43%-13.43%-14.71%
20072.06%7.54%4.35%4.07%
20060.57%-1.23%8.72%N/A

Rank in category (by total return)

YTD53
1-month61
3-month85
1-year35
3-year14
5-year20

Load adjusted returns

1-year15.99%
3-year4.28%
5-year8.56%
10-year6.07%