LCRIX
Leuthold Core Investment-Inst
$22.29
0.01 (0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 554.696M |
| 52 Week High | 22.542 |
| 52 Week Low | 19.244 |
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Key Data
| Symbol | LCRIX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 22.29 |
| Price Yesterday | 22.28 |
| Market Cap | 554.70 |
| YTD Return | 5.76% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0134 |
Overview
| 52 Week High | 22.54 |
|---|---|
| 52 Week Low | 19.24 |
| Market Cap | 554.70M |
| Shares Outstanding | 24.89M |
| Income Dividend Yield | 1.33% |
| Long Term Dividend Yield | 4.08% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.41% |
Returns Annualized
| One Day | 11.98% |
|---|---|
| Five Days | 37.42% |
| One Months | 13.72% |
| Three Months | -1.50% |
| Six Months | 13.70% |
| Nine Months | 18.37% |
| One Year | 13.05% |
| Three Years | 4.93% |
| Five Years | 7.91% |
| Ten Years | 5.98% |
| YTD | 11.48% |
| Since Inception | 6.03% |
Returns Total
| One Day | 0.04% |
|---|---|
| Five Days | 0.63% |
| One Month | 1.02% |
| Three Months | -0.37% |
| Six Months | 6.51% |
| Nine Months | 13.32% |
| One Year | 13.04% |
| Three Years | 15.43% |
| Five Years | 46.19% |
| Ten Years | 78.49% |
| YTD | 5.76% |
| Since Inception | 193.44% |
Yearly Returns
| 2024 | 5.76% |
|---|---|
| 2023 | 11.84% |
| 2022 | -6.73% |
| 2021 | 15.27% |
| 2020 | 10.17% |
| 2019 | 11.70% |
| 2018 | -6.08% |
| 2017 | 15.88% |
| 2016 | 4.62% |
| 2015 | -0.88% |
Risk against SP-DA
| Alpha | -6.48% |
|---|---|
| Beta | 0.61 |
| Correlation | 89.75% |
| Downside Deviation | 1.75% |
| Coefficient of determination | 80.56% |
| Standard Deviation | 2.17% |
| Sharpe Ratio | -2.08 |
| Sortino | -8.93 |
| Treynor | 12.65 |
| Ulcer Index | 1.95 |
| Ulcer Performance Index | -8.05 |