LCRIX
Leuthold Core Investment-Inst
$22.60
0.08 (0.36%)
Currency in USD / Last Updated: 3/27/2024
Category | Tactical |
---|---|
Market Cap | 568.596M |
52 Week High | 22.6 |
52 Week Low | 18.873 |
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Key Data
Symbol | LCRIX |
---|---|
Type | Mutual Fund |
Category | Tactical |
Price | 22.6 |
Price Yesterday | 22.52 |
Market Cap | 568.60 |
YTD Return | 6.91% |
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 | 22.60 |
---|---|
52 Week Low | 18.87 |
Market Cap | 568.60M |
Shares Outstanding | 25.16M |
Income Dividend Yield | 1.32% |
Long Term Dividend Yield | 4.02% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.35% |
Returns Annualized
One Day | 144.61% |
---|---|
Five Days | 27.91% |
One Months | 42.29% |
Three Months | 29.74% |
Six Months | 34.26% |
Nine Months | 18.58% |
One Year | 19.77% |
Three Years | 6.50% |
Five Years | 8.80% |
Ten Years | 6.61% |
YTD | 32.44% |
Since Inception | 6.19% |
Returns Total
One Day | 0.36% |
---|---|
Five Days | 0.49% |
One Month | 2.98% |
Three Months | 6.61% |
Six Months | 15.72% |
Nine Months | 13.62% |
One Year | 19.75% |
Three Years | 20.76% |
Five Years | 52.35% |
Ten Years | 89.47% |
YTD | 6.91% |
Since Inception | 196.59% |
Yearly Returns
2024 | 6.91% |
---|---|
2023 | 11.85% |
2022 | -6.73% |
2021 | 15.28% |
2020 | 10.17% |
2019 | 11.71% |
2018 | -6.09% |
2017 | 15.89% |
2016 | 4.62% |
2015 | -0.88% |
Risk against SP-DA
Alpha | -3.59% |
---|---|
Beta | 0.63 |
Correlation | 97.53% |
Downside Deviation | 1.28% |
Coefficient of determination | 95.11% |
Standard Deviation | 2.16% |
Sharpe Ratio | -1.91 |
Sortino | -11.19 |
Treynor | 23.1 |
Ulcer Index | 1.62 |
Ulcer Performance Index | -8.87 |