LCORX vs. VFIAX

In the year-to-date period, LCORX achieves a -0.64% return, which is significantly higher than VFIAX's -6.38% return. Over the past 10 years, LCORX has underperformed VFIAX with an annualized return of 1.51%, while VFIAX has yielded a comparatively higher 12.00% annualized return.

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LCORX has a 1.16% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 -0.10, which is lower than the VFIAX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of LCORX and VFIAX, 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 1.50%, more than VFIAX's 1.38% yield.

The maximum LCORX drawdown since its inception was -48.99%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for LCORX and VFIAX. For additional features, visit the drawdowns tool.

The current volatility for Leuthold Core Investment Fund (LCORX) is 5.22%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 14.21%. This indicates that LCORX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.