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 higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Leuthold Select Industries Fund, 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 Select Industries Fund had a return of 3.91% year-to-date (YTD) and -4.11% in the last 12 months. Over the past 10 years, Leuthold Select Industries Fund had an annualized return of 4.62%, while the S&P 500 had an annualized return of 11.29%, indicating that Leuthold Select Industries Fund did not perform as well as the benchmark.
LSLTX
3.91%
0.00%
-10.63%
-4.11%
5.41%
4.62%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
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% | -8.92% | -7.05% | -3.76% |
| 2023 | 5.72% | -2.36% | 1.01% | 0.87% | -0.83% | 8.42% | 2.68% | -2.12% | -4.77% | -2.64% | 4.82% | 6.07% | 17.17% |
| 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% | -7.10% | 4.26% | 22.24% |
| 2020 | -1.23% | -7.41% | -17.23% | 13.87% | 7.83% | 1.69% | 6.41% | 5.30% | -2.06% | -2.59% | 4.36% | 3.45% | 9.08% |
| 2019 | 9.37% | 1.81% | 0.17% | 3.08% | -5.12% | 5.96% | 2.12% | -0.44% | 0.24% | 2.60% | -0.51% | 2.15% | 22.83% |
| 2018 | 6.39% | -3.72% | -1.78% | -1.51% | 1.42% | -0.77% | 3.59% | 3.58% | -2.81% | -7.14% | -6.59% | -10.34% | -19.12% |
| 2017 | 2.08% | 3.12% | -0.55% | 1.56% | 1.50% | 1.19% | 1.66% | 1.04% | 3.74% | 2.89% | -2.44% | -0.57% | 16.14% |
| 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% | -1.30% | -2.37% | -1.97% |
| 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
The current rank of LSLTX is 3, meaning it’s performing worse than 97% of other 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.
Dividends
Dividend History
Leuthold Select Industries Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.02 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 1.76% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.11% | 0.03% |
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 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 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 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 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 | $0.01 | $0.01 |
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 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 62.00%, occurring on Mar 9, 2009. Recovery took 1495 trading sessions.
The current Leuthold Select Industries Fund drawdown is 17.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62% | Oct 15, 2007 | 352 | Mar 9, 2009 | 1495 | Feb 18, 2015 | 1847 |
| -49.38% | May 22, 2001 | 346 | Oct 9, 2002 | 537 | Nov 26, 2004 | 883 |
| -40.95% | Jan 29, 2018 | 541 | Mar 23, 2020 | 165 | Nov 13, 2020 | 706 |
| -28.46% | Nov 17, 2021 | 215 | Sep 26, 2022 | 353 | Feb 23, 2024 | 568 |
| -21.09% | Jul 17, 2015 | 145 | Feb 11, 2016 | 251 | Feb 10, 2017 | 396 |
Volatility
Volatility Chart
The current Leuthold Select Industries Fund volatility is 0.63%, 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.