GLBIX vs. GRZZX
Compare and contrast key facts about Leuthold Global Fund (GLBIX) and Grizzly Short Fund (GRZZX).
GLBIX is managed by Leuthold. It was launched on Apr 29, 2008. GRZZX is managed by Leuthold. It was launched on Jun 18, 2000.
Performance
GLBIX vs. GRZZX - Performance Comparison
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GLBIX vs. GRZZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLBIX Leuthold Global Fund | 5.30% | 17.72% | 1.08% | 8.32% | -7.91% | 15.01% | 7.52% | 9.36% | -12.85% | 16.84% |
GRZZX Grizzly Short Fund | 5.45% | -2.98% | -6.74% | -18.72% | 22.43% | -15.87% | -41.33% | -29.43% | 301.98% | -19.84% |
Returns By Period
The year-to-date returns for both investments are quite close, with GLBIX having a 5.30% return and GRZZX slightly higher at 5.45%. Over the past 10 years, GLBIX has outperformed GRZZX with an annualized return of 5.68%, while GRZZX has yielded a comparatively lower -0.79% annualized return.
GLBIX
- 1D
- 1.33%
- 1M
- -3.59%
- YTD
- 5.30%
- 6M
- 8.23%
- 1Y
- 19.35%
- 3Y*
- 10.27%
- 5Y*
- 5.93%
- 10Y*
- 5.68%
GRZZX
- 1D
- -2.44%
- 1M
- 5.87%
- YTD
- 5.45%
- 6M
- 6.28%
- 1Y
- -2.53%
- 3Y*
- -4.54%
- 5Y*
- -2.29%
- 10Y*
- -0.79%
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GLBIX vs. GRZZX - Expense Ratio Comparison
GLBIX has a 1.57% expense ratio, which is lower than GRZZX's 1.61% expense ratio.
Return for Risk
GLBIX vs. GRZZX — Risk / Return Rank
GLBIX
GRZZX
GLBIX vs. GRZZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Global Fund (GLBIX) and Grizzly Short Fund (GRZZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GLBIX | GRZZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | -0.14 | +2.42 |
Sortino ratioReturn per unit of downside risk | 3.10 | -0.05 | +3.15 |
Omega ratioGain probability vs. loss probability | 1.44 | 0.99 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 3.03 | -0.13 | +3.16 |
Martin ratioReturn relative to average drawdown | 11.39 | -0.16 | +11.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GLBIX | GRZZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | -0.14 | +2.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | -0.12 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | -0.01 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | -0.10 | +0.81 |
Correlation
The correlation between GLBIX and GRZZX is -0.78. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
GLBIX vs. GRZZX - Dividend Comparison
GLBIX's dividend yield for the trailing twelve months is around 9.23%, more than GRZZX's 4.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLBIX Leuthold Global Fund | 9.23% | 9.71% | 8.31% | 2.52% | 5.18% | 1.89% | 0.25% | 1.04% | 8.48% | 9.31% | 9.66% | 3.75% |
GRZZX Grizzly Short Fund | 4.91% | 6.00% | 10.30% | 6.61% | 0.00% | 0.00% | 0.00% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GLBIX vs. GRZZX - Drawdown Comparison
The maximum GLBIX drawdown since its inception was -26.82%, smaller than the maximum GRZZX drawdown of -91.80%. Use the drawdown chart below to compare losses from any high point for GLBIX and GRZZX.
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Drawdown Indicators
| GLBIX | GRZZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.82% | -91.80% | +64.98% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -22.23% | +15.84% |
Max Drawdown (5Y)Largest decline over 5 years | -16.14% | -36.02% | +19.88% |
Max Drawdown (10Y)Largest decline over 10 years | -26.82% | -71.73% | +44.91% |
Current DrawdownCurrent decline from peak | -5.15% | -88.24% | +83.09% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -69.22% | +64.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 17.82% | -16.12% |
Volatility
GLBIX vs. GRZZX - Volatility Comparison
The current volatility for Leuthold Global Fund (GLBIX) is 4.23%, while Grizzly Short Fund (GRZZX) has a volatility of 5.16%. This indicates that GLBIX experiences smaller price fluctuations and is considered to be less risky than GRZZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLBIX | GRZZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.16% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.56% | 10.47% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.68% | 19.84% | -11.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.08% | 19.52% | -10.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.56% | 96.65% | -87.09% |