Research.LeutholdGroup

The Leuthold Core and Global Portfolios turned in positive performance in August, but failed to keep pace with large cap stocks.

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AdvantHedge was down 8.3% in August, trailing the inverse S&P 500 (-7.2%) and the inverse Russell 2000 (-5.6%).

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In July, the Leuthold Core and Global Portfolios both turned in strong performance.

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Select Industries, Global Industries, and AdvantHedge performance

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The Leuthold Core and Global Portfolios both turned in positive performance in June.

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AdvantHedge was down 6.3% in June, trailing the inverse S&P 500 (-2.0%), and the inverse Russell 2000 (-3.5%).

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The Leuthold Core and Global Portfolios both turned in solid performance in May thanks to strong performance from the underlying equity strategies.

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AdvantHedge was down 10.5% in May, trailing the inverse S&P 500 (-4.8%), and the inverse Russell 2000 (-6.5%).

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The Leuthold Core and Global Portfolios both participated in the equity market rally, but gains trailed their respective 100% equity benchmarks.

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AdvantHedge was down 17.6% in April, trailing the inverse S&P 500 (-12.8%), and the inverse Russell 2000 (-13.7%).

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The Leuthold Core and Global Portfolios both held up better than the broad market in March.

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Select Industries lagged the S&P 500 during March, but held up well compared to the Russell 2000.

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With Leuthold Core and Global Portfolios’ net equity exposure in the range of 50% during February, they were able to mitigate the damage felt in the equity market.

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Select Industries performed well relative to the broad market during the February selloff.

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Leuthold Core and Leuthold Global were both down slightly during January, as negative long-equity performance overshadowed positive results from fixed income and gold.

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Both strategies posted positive performance in December, aided by allocations to Emerging Markets and Gold.

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Select Industries underperformed the S&P 500 in November due to poor industry selection within Consumer Discretionary, Information Technology, and Industrials.

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Improvement in the Momentum category overpowered smaller losses elsewhere as market valuation and sentiment both remain elevated.

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In a reversal from August when the portfolios performed well in a down month, the Leuthold Core Portfolio and the Leuthold Global Portfolio both lagged their respective 100% equity benchmarks in September.  

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both outperformed their 100% equity benchmarks during August.

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