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LCORX vs. MNHYX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LCORX and MNHYX is 0.36, 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.


-0.50.00.51.00.4

Performance

LCORX vs. MNHYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leuthold Core Investment Fund (LCORX) and Manning & Napier High Yield Bond Series (MNHYX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%SeptemberOctoberNovemberDecember2025February
-1.58%
4.26%
LCORX
MNHYX

Key characteristics

Sharpe Ratio

LCORX:

0.41

MNHYX:

4.49

Sortino Ratio

LCORX:

0.58

MNHYX:

7.19

Omega Ratio

LCORX:

1.08

MNHYX:

2.08

Calmar Ratio

LCORX:

0.40

MNHYX:

8.65

Martin Ratio

LCORX:

1.14

MNHYX:

31.02

Ulcer Index

LCORX:

3.49%

MNHYX:

0.36%

Daily Std Dev

LCORX:

9.62%

MNHYX:

2.51%

Max Drawdown

LCORX:

-48.99%

MNHYX:

-19.69%

Current Drawdown

LCORX:

-5.88%

MNHYX:

0.00%

Returns By Period

In the year-to-date period, LCORX achieves a 3.89% return, which is significantly higher than MNHYX's 1.85% return. Over the past 10 years, LCORX has underperformed MNHYX with an annualized return of 2.10%, while MNHYX has yielded a comparatively higher 5.68% annualized return.


LCORX

YTD

3.89%

1M

1.60%

6M

-1.75%

1Y

3.62%

5Y*

3.09%

10Y*

2.10%

MNHYX

YTD

1.85%

1M

1.03%

6M

4.37%

1Y

11.00%

5Y*

5.59%

10Y*

5.68%

*Annualized

Compare stocks, funds, or ETFs

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


LCORX vs. MNHYX - Expense Ratio Comparison

LCORX has a 1.16% expense ratio, which is higher than MNHYX's 0.90% expense ratio.


LCORX
Leuthold Core Investment Fund
Expense ratio chart for LCORX: current value at 1.16% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.16%
Expense ratio chart for MNHYX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%

Risk-Adjusted Performance

LCORX vs. MNHYX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCORX
The Risk-Adjusted Performance Rank of LCORX is 1515
Overall Rank
The Sharpe Ratio Rank of LCORX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LCORX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of LCORX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of LCORX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of LCORX is 1313
Martin Ratio Rank

MNHYX
The Risk-Adjusted Performance Rank of MNHYX is 9797
Overall Rank
The Sharpe Ratio Rank of MNHYX is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of MNHYX is 9797
Sortino Ratio Rank
The Omega Ratio Rank of MNHYX is 9797
Omega Ratio Rank
The Calmar Ratio Rank of MNHYX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of MNHYX is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for LCORX, currently valued at 0.46, compared to the broader market-1.000.001.002.003.004.000.464.49
The chart of Sortino ratio for LCORX, currently valued at 0.65, compared to the broader market0.002.004.006.008.0010.0012.000.657.19
The chart of Omega ratio for LCORX, currently valued at 1.09, compared to the broader market1.002.003.004.001.092.08
The chart of Calmar ratio for LCORX, currently valued at 0.45, compared to the broader market0.005.0010.0015.0020.000.458.65
The chart of Martin ratio for LCORX, currently valued at 1.24, compared to the broader market0.0020.0040.0060.0080.001.2431.02
LCORX
MNHYX

The current LCORX Sharpe Ratio is 0.41, which is lower than the MNHYX Sharpe Ratio of 4.49. The chart below compares the historical Sharpe Ratios of LCORX and MNHYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.006.00SeptemberOctoberNovemberDecember2025February
0.46
4.49
LCORX
MNHYX

Dividends

LCORX vs. MNHYX - Dividend Comparison

LCORX's dividend yield for the trailing twelve months is around 1.38%, less than MNHYX's 6.15% yield.


TTM20242023202220212020201920182017201620152014
LCORX
Leuthold Core Investment Fund
1.38%1.43%1.26%0.00%0.00%0.12%0.47%0.28%0.05%0.00%0.01%0.79%
MNHYX
Manning & Napier High Yield Bond Series
6.15%6.40%6.67%5.67%4.57%5.00%6.64%5.26%5.17%6.50%5.61%4.97%

Drawdowns

LCORX vs. MNHYX - Drawdown Comparison

The maximum LCORX drawdown since its inception was -48.99%, 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. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.88%
0
LCORX
MNHYX

Volatility

LCORX vs. MNHYX - Volatility Comparison

Leuthold Core Investment Fund (LCORX) has a higher volatility of 1.49% compared to Manning & Napier High Yield Bond Series (MNHYX) at 0.71%. 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.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
1.49%
0.71%
LCORX
MNHYX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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