LSLTX vs. QQQ
Compare and contrast key facts about Leuthold Select Industries Fund (LSLTX) and Invesco QQQ (QQQ).
LSLTX is managed by Leuthold. It was launched on Jun 19, 2000. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSLTX or QQQ.
Correlation
The correlation between LSLTX and QQQ is 0.78, 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.
Performance
LSLTX vs. QQQ - Performance Comparison
Key characteristics
LSLTX:
-0.20
QQQ:
1.40
LSLTX:
-0.11
QQQ:
1.90
LSLTX:
0.98
QQQ:
1.25
LSLTX:
-0.20
QQQ:
1.88
LSLTX:
-0.45
QQQ:
6.51
LSLTX:
9.14%
QQQ:
3.92%
LSLTX:
20.35%
QQQ:
18.23%
LSLTX:
-62.00%
QQQ:
-82.98%
LSLTX:
-17.10%
QQQ:
-0.42%
Returns By Period
In the year-to-date period, LSLTX achieves a 3.91% return, which is significantly lower than QQQ's 5.09% return. Over the past 10 years, LSLTX has underperformed QQQ with an annualized return of 4.58%, while QQQ has yielded a comparatively higher 18.32% annualized return.
LSLTX
3.91%
0.00%
-11.07%
-3.44%
5.65%
4.58%
QQQ
5.09%
2.37%
13.48%
26.98%
19.29%
18.32%
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LSLTX vs. QQQ - Expense Ratio Comparison
LSLTX has a 1.50% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
LSLTX vs. QQQ — Risk-Adjusted Performance Rank
LSLTX
QQQ
LSLTX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Select Industries Fund (LSLTX) and Invesco QQQ (QQQ). 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
LSLTX vs. QQQ - Dividend Comparison
LSLTX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSLTX Leuthold Select Industries Fund | 0.00% | 0.00% | 0.00% | 1.76% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.11% | 0.03% | 0.00% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
LSLTX vs. QQQ - Drawdown Comparison
The maximum LSLTX drawdown since its inception was -62.00%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for LSLTX and QQQ. For additional features, visit the drawdowns tool.
Volatility
LSLTX vs. QQQ - Volatility Comparison
The current volatility for Leuthold Select Industries Fund (LSLTX) is 0.00%, while Invesco QQQ (QQQ) has a volatility of 4.70%. This indicates that LSLTX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.