LCORX vs. RCTIX
Compare and contrast key facts about Leuthold Core Investment Fund (LCORX) and River Canyon Total Return Bond Fund (RCTIX).
LCORX is managed by Leuthold. It was launched on Nov 19, 1995. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCORX or RCTIX.
Correlation
The correlation between LCORX and RCTIX is 0.13, 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. RCTIX - Performance Comparison
Key characteristics
LCORX:
-0.17
RCTIX:
3.36
LCORX:
-0.14
RCTIX:
5.20
LCORX:
0.98
RCTIX:
1.71
LCORX:
-0.13
RCTIX:
5.40
LCORX:
-0.34
RCTIX:
17.14
LCORX:
5.41%
RCTIX:
0.47%
LCORX:
11.11%
RCTIX:
2.39%
LCORX:
-48.99%
RCTIX:
-10.89%
LCORX:
-9.94%
RCTIX:
-0.49%
Returns By Period
In the year-to-date period, LCORX achieves a -0.60% return, which is significantly lower than RCTIX's 1.95% return. Over the past 10 years, LCORX has underperformed RCTIX with an annualized return of 1.58%, while RCTIX has yielded a comparatively higher 4.86% annualized return.
LCORX
-0.60%
-0.66%
-6.91%
-1.58%
4.03%
1.58%
RCTIX
1.95%
0.00%
2.55%
8.13%
5.72%
4.86%
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LCORX vs. RCTIX - Expense Ratio Comparison
LCORX has a 1.16% expense ratio, which is higher than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
LCORX vs. RCTIX — Risk-Adjusted Performance Rank
LCORX
RCTIX
LCORX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and River Canyon Total Return Bond Fund (RCTIX). 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. RCTIX - Dividend Comparison
LCORX's dividend yield for the trailing twelve months is around 1.50%, less than RCTIX's 7.78% 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% |
RCTIX River Canyon Total Return Bond Fund | 7.78% | 7.90% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% | 0.00% |
Drawdowns
LCORX vs. RCTIX - Drawdown Comparison
The maximum LCORX drawdown since its inception was -48.99%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for LCORX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
LCORX vs. RCTIX - Volatility Comparison
Leuthold Core Investment Fund (LCORX) has a higher volatility of 5.21% compared to River Canyon Total Return Bond Fund (RCTIX) at 0.89%. This indicates that LCORX's price experiences larger fluctuations and is considered to be riskier than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.