Leuthold Select Industries Fund (LSLTX)
The fund seeks capital appreciation by investing substantially all of its assets in equity securities traded in the U.S. securities markets (including common stocks, preferred stocks, convertible preferred stocks, warrants, options, and American Depository Receipts). It invests in companies of all sizes and industries as well as in "growth" stocks and "value" stocks. In investing in equity securities, the fund uses a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through group selection (Select Industries Strategy).
Fund Info
US5272892010
527289201
Jun 19, 2000
$10,000
Mid-Cap
Blend
Expense Ratio
LSLTX has a high expense ratio of 1.50%, indicating above-average management fees.
Share Price Chart
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Performance
Performance Chart
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Returns By Period
LSLTX
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^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of LSLTX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.91% | 3.91% | |||||||||||
| 2024 | 1.84% | 4.63% | 3.96% | -6.59% | 4.22% | 0.13% | 4.98% | 1.12% | 1.28% | -2.08% | 7.09% | -7.05% | 13.16% |
| 2023 | 5.72% | -2.36% | 1.01% | 0.87% | -0.83% | 8.42% | 2.68% | -2.12% | -4.77% | -2.64% | 8.99% | 6.07% | 21.82% |
| 2022 | -5.46% | -1.61% | 0.74% | -6.07% | 2.12% | -10.31% | 8.43% | -3.26% | -9.02% | 10.98% | 6.79% | -4.75% | -13.15% |
| 2021 | -0.04% | 4.96% | 7.74% | 4.88% | 2.61% | -1.13% | 2.19% | 2.20% | -5.31% | 6.12% | -1.54% | 4.26% | 29.55% |
| 2020 | -1.23% | -7.41% | -17.23% | 13.87% | 7.83% | 1.69% | 6.41% | 5.30% | -2.06% | -2.59% | 11.94% | 3.45% | 17.01% |
| 2019 | 9.37% | 1.81% | 0.17% | 3.08% | -5.12% | 5.96% | 2.12% | -0.44% | 0.24% | 2.60% | 2.38% | 2.15% | 26.40% |
| 2018 | 6.39% | -3.72% | -1.78% | -1.51% | 1.42% | -0.77% | 3.59% | 3.58% | -2.81% | -7.14% | 1.80% | -10.34% | -11.87% |
| 2017 | 2.08% | 3.12% | -0.55% | 1.56% | 1.50% | 1.19% | 1.66% | 1.04% | 3.74% | 2.89% | 2.41% | -0.57% | 21.91% |
| 2016 | -8.28% | 1.37% | 6.27% | -1.51% | 2.25% | -3.41% | 4.46% | 0.19% | -0.88% | -2.99% | 7.13% | 1.66% | 5.33% |
| 2015 | -2.60% | 5.62% | 1.46% | -2.27% | 2.86% | -0.91% | 1.18% | -5.59% | -2.39% | 4.94% | -0.05% | -2.37% | -0.73% |
| 2014 | -1.96% | 6.16% | 1.32% | -1.16% | 3.36% | 2.02% | -2.75% | 4.71% | -5.21% | 4.05% | 3.65% | 1.62% | 16.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 80, LSLTX is among the top 20% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Leuthold Select Industries Fund (LSLTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Leuthold Select Industries Fund provided a 17.86% dividend yield over the last twelve months, with an annual payout of $6.22 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.22 | $6.22 | $1.29 | $0.52 | $2.08 | $1.96 | $0.73 | $2.11 | $1.27 | $0.02 | $0.29 |
Dividend yield | 17.86% | 18.56% | 3.72% | 1.76% | 5.98% | 6.88% | 2.79% | 9.94% | 4.85% | 0.11% | 1.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Leuthold Select Industries Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.22 | $0.00 | $6.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $0.00 | $1.29 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.44 | $0.52 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 | $0.00 | $2.08 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 | $0.00 | $1.96 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.73 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $2.10 | $0.00 | $2.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $0.00 | $1.27 |
| 2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2015 | $0.28 | $0.01 | $0.29 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Leuthold Select Industries Fund. 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 Select Industries Fund was 49.38%, occurring on Oct 9, 2002. Recovery took 537 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.38% | May 22, 2001 | 346 | Oct 9, 2002 | 537 | Nov 26, 2004 | 883 |
| -49.11% | Dec 27, 2007 | 301 | Mar 9, 2009 | 1108 | Aug 5, 2013 | 1409 |
| -37.81% | Feb 20, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -24.18% | Nov 17, 2021 | 215 | Sep 26, 2022 | 303 | Dec 11, 2023 | 518 |
| -24.16% | Jan 29, 2018 | 229 | Dec 24, 2018 | 234 | Nov 27, 2019 | 463 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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