LCORX vs. HSTRX

In the year-to-date period, LCORX achieves a 3.26% return, which is significantly lower than HSTRX's 6.98% return. Over the past 10 years, LCORX has underperformed HSTRX with an annualized return of 1.84%, while HSTRX has yielded a comparatively higher 4.32% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

LCORX has a 1.16% expense ratio, which is higher than HSTRX's 0.75% expense ratio.

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.

The current LCORX Sharpe Ratio is 0.03, which is lower than the HSTRX Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of LCORX and HSTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCORX's dividend yield for the trailing twelve months is around 1.44%, less than HSTRX's 3.12% yield.

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.

The current volatility for Leuthold Core Investment Fund (LCORX) is 2.04%, while Hussman Strategic Total Return Fund (HSTRX) has a volatility of 3.27%. This indicates that LCORX experiences smaller price fluctuations and is considered to be less risky than HSTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.