LCORX vs. SGENX
Compare and contrast key facts about Leuthold Core Investment Fund (LCORX) and First Eagle Global Fund Class A (SGENX).
LCORX is managed by Leuthold. It was launched on Nov 19, 1995. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Performance
LCORX vs. SGENX - Performance Comparison
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LCORX vs. SGENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | -1.25% | 14.39% | 8.01% | 11.71% | -6.78% | 15.19% | 10.08% | 11.58% | -6.23% | 15.79% |
SGENX First Eagle Global Fund Class A | -0.50% | 31.62% | 11.78% | 12.77% | -6.46% | 12.20% | 8.33% | 20.16% | -8.46% | 13.48% |
Returns By Period
In the year-to-date period, LCORX achieves a -1.25% return, which is significantly lower than SGENX's -0.50% return. Over the past 10 years, LCORX has underperformed SGENX with an annualized return of 7.20%, while SGENX has yielded a comparatively higher 9.65% annualized return.
LCORX
- 1D
- -0.49%
- 1M
- -6.23%
- YTD
- -1.25%
- 6M
- -0.97%
- 1Y
- 13.85%
- 3Y*
- 10.40%
- 5Y*
- 6.64%
- 10Y*
- 7.20%
SGENX
- 1D
- 0.14%
- 1M
- -10.41%
- YTD
- -0.50%
- 6M
- 4.87%
- 1Y
- 22.49%
- 3Y*
- 15.94%
- 5Y*
- 10.74%
- 10Y*
- 9.65%
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LCORX vs. SGENX - Expense Ratio Comparison
LCORX has a 1.16% expense ratio, which is higher than SGENX's 1.11% expense ratio.
Return for Risk
LCORX vs. SGENX — Risk / Return Rank
LCORX
SGENX
LCORX vs. SGENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and First Eagle Global Fund Class A (SGENX). 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.
| LCORX | SGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.70 | -0.17 |
Sortino ratioReturn per unit of downside risk | 2.13 | 2.30 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.04 | -0.08 |
Martin ratioReturn relative to average drawdown | 7.72 | 8.60 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCORX | SGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.70 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.91 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.96 | -0.25 |
Correlation
The correlation between LCORX and SGENX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LCORX vs. SGENX - Dividend Comparison
LCORX's dividend yield for the trailing twelve months is around 8.06%, less than SGENX's 9.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | 8.06% | 7.93% | 7.03% | 5.57% | 7.20% | 5.00% | 0.24% | 1.89% | 10.74% | 3.22% | 0.45% | 3.94% |
SGENX First Eagle Global Fund Class A | 9.50% | 9.45% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% |
Drawdowns
LCORX vs. SGENX - Drawdown Comparison
The maximum LCORX drawdown since its inception was -41.31%, which is greater than SGENX's maximum drawdown of -37.60%. Use the drawdown chart below to compare losses from any high point for LCORX and SGENX.
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Drawdown Indicators
| LCORX | SGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.31% | -37.60% | -3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -10.53% | +3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -13.88% | -19.57% | +5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -19.38% | -27.68% | +8.30% |
Current DrawdownCurrent decline from peak | -6.51% | -10.41% | +3.90% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -3.42% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.50% | -0.83% |
Volatility
LCORX vs. SGENX - Volatility Comparison
The current volatility for Leuthold Core Investment Fund (LCORX) is 3.45%, while First Eagle Global Fund Class A (SGENX) has a volatility of 4.68%. This indicates that LCORX experiences smaller price fluctuations and is considered to be less risky than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCORX | SGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 4.68% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.50% | 8.85% | -2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.19% | 13.41% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.18% | 11.87% | -2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.62% | 12.44% | -2.82% |