Leuthold Core ETF (LCR)
LCR is an actively managed ETF by The Leuthold Group LLC. LCR launched on Jan 6, 2020 and has a 0.79% expense ratio.
ETF Info
Jan 6, 2020
Developed Markets (Broad)
1x
No Index (Active)
Multi-Cap
Blend
Expense Ratio
LCR features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Leuthold Core ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Leuthold Core ETF had a return of 8.48% year-to-date (YTD) and 8.75% in the last 12 months.
LCR
8.48%
-1.76%
3.28%
8.75%
N/A
N/A
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of LCR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.29% | 2.29% | 2.23% | -3.52% | 2.54% | 0.90% | 2.56% | 1.25% | 1.30% | -1.49% | 3.87% | 8.48% | |
| 2023 | 3.27% | -2.22% | 1.49% | 0.08% | 0.00% | 4.28% | 2.14% | -1.36% | -2.97% | -1.22% | 5.14% | 3.88% | 12.79% |
| 2022 | -2.85% | -0.64% | 0.84% | -4.61% | 1.24% | -5.39% | 4.48% | -1.89% | -4.51% | 4.87% | 3.42% | -2.11% | -7.58% |
| 2021 | 0.74% | 0.80% | 1.37% | 3.04% | 1.11% | -0.15% | 0.84% | 1.63% | -2.89% | 3.58% | -0.40% | 1.98% | 12.12% |
| 2020 | -0.43% | -3.54% | -6.02% | 7.61% | 2.48% | 1.50% | 3.65% | 3.43% | -1.86% | -1.62% | 4.99% | 3.18% | 13.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LCR is 59, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Leuthold Core ETF (LCR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Leuthold Core ETF provided a 1.86% dividend yield over the last twelve months, with an annual payout of $0.64 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.64 | $0.51 | $0.22 | $0.07 | $0.18 |
Dividend yield | 1.86% | 1.59% | 0.75% | 0.21% | 0.62% |
Monthly Dividends
The table displays the monthly dividend distributions for Leuthold Core ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2020 | $0.18 | $0.18 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Leuthold Core ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Leuthold Core ETF was 17.44%, occurring on Mar 20, 2020. Recovery took 80 trading sessions.
The current Leuthold Core ETF drawdown is 3.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.44% | Feb 20, 2020 | 22 | Mar 20, 2020 | 80 | Jul 15, 2020 | 102 |
| -13.4% | Jan 5, 2022 | 183 | Sep 27, 2022 | 201 | Jul 18, 2023 | 384 |
| -6.22% | Jul 20, 2023 | 71 | Oct 27, 2023 | 24 | Dec 1, 2023 | 95 |
| -5.18% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -3.94% | Jul 17, 2024 | 16 | Aug 7, 2024 | 10 | Aug 21, 2024 | 26 |
Volatility
Volatility Chart
The current Leuthold Core ETF volatility is 2.45%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.