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GLBLX: LEUTHOLD GLOBAL FUND LEUTHOLD GLOBAL FUND (RETAIL) (MUTUAL FUND)
Basic Info 10.28 0.24(2.28%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 05/02/2008 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 9.57% |
| Expenses | 1.91% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 11.3 | 21.3 | 12.3 | 4.9 | 5.5 | 4.8 | 4.8 | 17.3 | 0.9 | 8.0 | -11.3 | 12.8 | 7.3 | 9.1 | -13.1 | 16.5 | 1.4 | -1.8 | 3.2 | 17.5 | 10.9 | -7.4 | 15.8 | 30.4 | -26.2 |
| Sharpe Ratio | NA | 2.29 | 2.1 | 1.07 | 0.25 | 0.4 | NA | 0.35 | 1.84 | -0.33 | 0.58 | -1.09 | 1.26 | 0.42 | 1.29 | -1.79 | 2.69 | 0.13 | -0.26 | 0.46 | 2.13 | 1.21 | -0.61 | 1.23 | 1.87 | -1.57 |
| Draw Down(%) | NA | 6.4 | 6.4 | 6.4 | 16.2 | 27.2 | NA | 36.9 | 5.4 | 5.5 | 5.8 | 16.2 | 4.7 | 20.8 | 3.4 | 18.7 | 2.3 | 6.7 | 6.7 | 7.5 | 6.3 | 9.5 | 15.9 | 11.4 | 16.6 | 34.1 |
| Standard Deviation(%) | NA | 11.2 | 8.9 | 8.4 | 9.3 | 9.8 | NA | 11.0 | 7.9 | 8.4 | 7.6 | 11.7 | 10.1 | 16.5 | 5.9 | 8.1 | 5.9 | 9.0 | 7.1 | 6.9 | 8.2 | 9.0 | 12.3 | 12.8 | 16.2 | 23.8 |
| Treynor Ratio | NA | 0.32 | 0.24 | 0.14 | 0.03 | 0.05 | NA | 0.04 | 0.24 | -0.05 | 0.06 | -0.19 | 0.13 | 0.09 | 0.12 | -0.19 | 0.13 | 0.01 | -0.02 | 0.03 | 0.17 | 0.11 | -0.1 | 0.14 | 0.28 | -0.4 |
| Alpha | NA | 0.06 | 0.03 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.02 | -0.03 | -0.01 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | 0.02 | 0.02 | -0.05 |
| Beta | NA | 0.8 | 0.77 | 0.66 | 0.69 | 0.77 | NA | 0.85 | 0.61 | 0.61 | 0.75 | 0.66 | 0.96 | 0.82 | 0.65 | 0.77 | 1.26 | 0.96 | 0.77 | 0.93 | 1.02 | 1.02 | 0.75 | 1.1 | 1.1 | 0.94 |
| RSquared | NA | 0.77 | 0.72 | 0.65 | 0.67 | 0.71 | NA | 0.78 | 0.68 | 0.53 | 0.68 | 0.71 | 0.72 | 0.84 | 0.4 | 0.65 | 0.69 | 0.82 | 0.77 | 0.83 | 0.87 | 0.9 | 0.79 | 0.87 | 0.88 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.3 | 7.7 | 2.6 | 1.3 | 0.0 | 0.0 | 0.9 | 6.8 | 9.9 | 9.0 | 3.6 | 10.7 | 11.1 | 1.4 | 1.9 | 5.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 24.6 | 207.4 | 76.3 | N/A | -100.0 | -94.2 | -89.4 | -26.6 | 2.3 | 137.2 | -69.0 | 0.3 | 779.1 | -35.3 | -63.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2008
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