Leuthold Global Fund Insti Class: (MF: GLBIX)
(NASDAQ Mutual Funds) As of Feb 10, 2026 05:06 PM ET
$10.26 USD
0.00 (NA)
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.67 | 29 |
| 3 months | 2.64 | 35 |
| 6 months | 8.10 | 38 |
| 1 Year | 17.68 | 29 |
| 3 Year | 8.82 | 81 |
| 5 Year | 6.42 | 51 |
| 10 Year | 5.17 | 81 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 243.22 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 17.67 |
| 5 Year | 6.42 |
| 10 Year | 5.17 |
| Since Inception | 4.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.51 | 5.15 | 5.31 | 2.64 |
| 2024 | 3.92 | -2.45 | 4.81 | -4.83 |
| 2023 | 1.23 | 1.88 | -1.60 | 6.71 |
| 2022 | -2.74 | -8.33 | -4.04 | 7.69 |
| 2021 | 6.64 | 3.84 | -1.40 | 5.30 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.08 | 17.67 | 1.12 | 8.29 | -7.88 | 14.98 | 7.24 | 9.36 | -12.84 | 16.70 | 1.70 |
| % Total Return Rel to Index | 0.00 | -0.54 | -23.89 | -17.95 | 10.32 | -13.69 | -11.15 | -22.12 | -8.45 | -5.09 | -10.22 |
| % Total Return Rel to Peer | 0.00 | 3.17 | -8.79 | -4.86 | 5.08 | 3.47 | -3.44 | -7.83 | -6.35 | 3.23 | -4.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 5.00 | 1.00 | 2.00 | 5.00 | 5.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.20 | 0.16 | 0.23 | 0.13 | 0.00 | 0.00 | 0.08 | 0.01 | 0.01 | 0.01 |
| % Yield | NA | 1.89 | 1.67 | 1.89 | 1.36 | 0.00 | 0.00 | 0.97 | 0.22 | 0.15 | 0.06 |
| Capital Gains ($) | 0.00 | 0.71 | 0.57 | 0.00 | 0.33 | 0.19 | 0.00 | 0.00 | 0.64 | 0.88 | 0.87 |
| Expense Ratio | 0.00 | 1.96 | 2.05 | 1.91 | 1.87 | 1.90 | 1.69 | 1.63 | 1.50 | 1.36 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%
