Correlation
The correlation between LCORX and MNHYX is 0.37, 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.
LCORX vs. MNHYX
Compare and contrast key facts about Leuthold Core Investment Fund (LCORX) and Manning & Napier High Yield Bond Series (MNHYX).
LCORX is managed by Leuthold. It was launched on Nov 19, 1995. MNHYX is managed by Manning & Napier. It was launched on Sep 14, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCORX or MNHYX.
Performance
LCORX vs. MNHYX - Performance Comparison
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Key characteristics
LCORX:
0.70
MNHYX:
1.96
LCORX:
0.98
MNHYX:
2.52
LCORX:
1.13
MNHYX:
1.43
LCORX:
0.65
MNHYX:
1.59
LCORX:
2.01
MNHYX:
6.22
LCORX:
3.23%
MNHYX:
1.13%
LCORX:
9.78%
MNHYX:
3.67%
LCORX:
-41.31%
MNHYX:
-19.69%
LCORX:
-1.61%
MNHYX:
-1.24%
Returns By Period
In the year-to-date period, LCORX achieves a 3.55% return, which is significantly higher than MNHYX's 0.88% return. Over the past 10 years, LCORX has outperformed MNHYX with an annualized return of 6.08%, while MNHYX has yielded a comparatively lower 5.72% annualized return.
LCORX
3.55%
3.05%
-1.61%
6.12%
6.88%
8.60%
6.08%
MNHYX
0.88%
1.04%
0.58%
7.03%
6.79%
8.19%
5.72%
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LCORX vs. MNHYX - Expense Ratio Comparison
LCORX has a 1.16% expense ratio, which is higher than MNHYX's 0.90% expense ratio.
Risk-Adjusted Performance
LCORX vs. MNHYX — Risk-Adjusted Performance Rank
LCORX
MNHYX
LCORX vs. MNHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and Manning & Napier High Yield Bond Series (MNHYX). 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.
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Dividends
LCORX vs. MNHYX - Dividend Comparison
LCORX's dividend yield for the trailing twelve months is around 6.55%, less than MNHYX's 7.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | 6.55% | 6.70% | 5.56% | 7.20% | 5.00% | 0.24% | 1.89% | 10.75% | 3.21% | 0.45% | 3.94% | 6.88% |
MNHYX Manning & Napier High Yield Bond Series | 7.25% | 6.40% | 6.67% | 5.93% | 7.93% | 5.00% | 6.64% | 5.26% | 5.17% | 6.50% | 5.61% | 8.14% |
Drawdowns
LCORX vs. MNHYX - Drawdown Comparison
The maximum LCORX drawdown since its inception was -41.31%, which is greater than MNHYX's maximum drawdown of -19.69%. Use the drawdown chart below to compare losses from any high point for LCORX and MNHYX.
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Volatility
LCORX vs. MNHYX - Volatility Comparison
Leuthold Core Investment Fund (LCORX) has a higher volatility of 1.68% compared to Manning & Napier High Yield Bond Series (MNHYX) at 1.24%. This indicates that LCORX's price experiences larger fluctuations and is considered to be riskier than MNHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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