LCORX vs. HSTRX
Compare and contrast key facts about Leuthold Core Investment Fund (LCORX) and Hussman Strategic Total Return Fund (HSTRX).
LCORX is managed by Leuthold. It was launched on Nov 19, 1995. HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCORX or HSTRX.
Correlation
The correlation between LCORX and HSTRX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LCORX vs. HSTRX - Performance Comparison
Key characteristics
LCORX:
-0.17
HSTRX:
2.58
LCORX:
-0.14
HSTRX:
3.87
LCORX:
0.98
HSTRX:
1.48
LCORX:
-0.13
HSTRX:
4.04
LCORX:
-0.34
HSTRX:
11.95
LCORX:
5.41%
HSTRX:
1.26%
LCORX:
11.11%
HSTRX:
5.83%
LCORX:
-48.99%
HSTRX:
-14.31%
LCORX:
-9.94%
HSTRX:
-0.38%
Returns By Period
In the year-to-date period, LCORX achieves a -0.60% return, which is significantly lower than HSTRX's 9.02% return. Over the past 10 years, LCORX has underperformed HSTRX with an annualized return of 1.58%, while HSTRX has yielded a comparatively higher 4.41% annualized return.
LCORX
-0.60%
-0.66%
-6.91%
-1.58%
4.03%
1.58%
HSTRX
9.02%
2.72%
6.83%
14.61%
3.78%
4.41%
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LCORX vs. HSTRX - Expense Ratio Comparison
LCORX has a 1.16% expense ratio, which is higher than HSTRX's 0.75% expense ratio.
Risk-Adjusted Performance
LCORX vs. HSTRX — Risk-Adjusted Performance Rank
LCORX
HSTRX
LCORX vs. HSTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and Hussman Strategic Total Return Fund (HSTRX). 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.
Dividends
LCORX vs. HSTRX - Dividend Comparison
LCORX's dividend yield for the trailing twelve months is around 1.50%, less than HSTRX's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | 1.50% | 1.43% | 1.26% | 0.00% | 0.00% | 0.12% | 0.47% | 0.28% | 0.05% | 0.00% | 0.01% | 0.79% |
HSTRX Hussman Strategic Total Return Fund | 3.07% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
Drawdowns
LCORX vs. HSTRX - Drawdown Comparison
The maximum LCORX drawdown since its inception was -48.99%, which is greater than HSTRX's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for LCORX and HSTRX. For additional features, visit the drawdowns tool.
Volatility
LCORX vs. HSTRX - Volatility Comparison
Leuthold Core Investment Fund (LCORX) has a higher volatility of 5.21% compared to Hussman Strategic Total Return Fund (HSTRX) at 2.85%. This indicates that LCORX's price experiences larger fluctuations and is considered to be riskier than HSTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.