LCORX
Leuthold Core Investment-Ret
$22.17
0.01 (0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 554.709M |
| 52 Week High | 22.418 |
| 52 Week Low | 19.147 |
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Key Data
| Symbol | LCORX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 22.17 |
| Price Yesterday | 22.16 |
| Market Cap | 554.71 |
| YTD Return | 5.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 10000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0144 |
Overview
| 52 Week High | 22.42 |
|---|---|
| 52 Week Low | 19.15 |
| Market Cap | 554.71M |
| Shares Outstanding | 25.02M |
| Income Dividend Yield | 1.30% |
| Long Term Dividend Yield | 4.10% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.40% |
Returns Annualized
| One Day | 12.06% |
|---|---|
| Five Days | 40.85% |
| One Months | 14.12% |
| Three Months | -1.42% |
| Six Months | 13.68% |
| Nine Months | 18.29% |
| One Year | 13.03% |
| Three Years | 4.83% |
| Five Years | 7.81% |
| Ten Years | 5.88% |
| YTD | 11.45% |
| Since Inception | 8.05% |
Returns Total
| One Day | 0.05% |
|---|---|
| Five Days | 0.68% |
| One Month | 1.05% |
| Three Months | -0.35% |
| Six Months | 6.50% |
| Nine Months | 13.26% |
| One Year | 13.01% |
| Three Years | 15.11% |
| Five Years | 45.53% |
| Ten Years | 76.77% |
| YTD | 5.75% |
| Since Inception | 812.35% |
Yearly Returns
| 2024 | 5.75% |
|---|---|
| 2023 | 11.70% |
| 2022 | -6.79% |
| 2021 | 15.17% |
| 2020 | 10.09% |
| 2019 | 11.58% |
| 2018 | -6.21% |
| 2017 | 15.77% |
| 2016 | 4.50% |
| 2015 | -0.98% |
Risk against SP-DA
| Alpha | -6.57% |
|---|---|
| Beta | 0.61 |
| Correlation | 89.71% |
| Downside Deviation | 1.76% |
| Coefficient of determination | 80.47% |
| Standard Deviation | 2.19% |
| Sharpe Ratio | -2.07 |
| Sortino | -8.92 |
| Treynor | 12.55 |
| Ulcer Index | 1.95 |
| Ulcer Performance Index | -8.05 |