Nasdaq - Delayed Quote USD

Grizzly Short Fund (GRZZX)

6.52 -0.03 (-0.46%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.20%
5y Average Return -14.69%
Number of Years Up 7
Number of Years Down 16
Best 1Y Total Return (Apr 26, 2024) 22.43%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 22.43%
Worst 3Y Total Return -29.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GRZZX
Category
YTD
-1.41%
0.00%
1-Month
-2.45%
0.00%
3-Month
-1.41%
0.00%
1-Year
-10.04%
0.00%
3-Year
-3.12%
0.00%
5-Year
-16.07%
0.00%
10-Year
-13.81%
0.00%
Last Bull Market
-36.55%
-32.37%
Last Bear Market
22.21%
28.03%

Annual Total Return (%) History

Year
GRZZX
Category
2024
--
--
2023
-18.65%
--
2022
22.43%
--
2021
-15.87%
--
2020
-41.33%
--
2019
-29.42%
--
2018
0.50%
--
2017
-19.84%
--

2016
-14.40%
--
2015
3.81%
--
2014
-11.04%
-14.46%
2013
-26.61%
-21.78%
2012
-21.13%
--
2011
-1.92%
--
2010
-23.19%
--
2009
-47.17%
--
2008
73.69%
--
2007
6.60%
--
2006
-12.20%
--
2005
-3.28%
--
2004
-14.42%
--
2003
-30.79%
--
2002
15.46%
--
2001
22.11%
--
2000
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.41% -- -- --
2023 -10.85% -6.37% 7.62% -9.44%
2022 4.86% 22.21% 3.12% -7.35%
2021 -9.13% -7.28% 2.00% -2.10%
2020 25.81% -29.82% -13.58% -23.11%
2019 -17.88% -4.07% 1.96% -12.14%
2018 -1.39% -8.13% -3.55% 15.01%
2017 -7.94% -3.28% -4.28% -5.96%
2016 -0.95% -6.86% -9.13% 2.11%
2015 -3.24% -1.46% 18.20% -7.88%

2014 -3.76% -6.52% 2.79% -3.80%
2013 -12.34% -1.89% -8.03% -7.22%
2012 -15.18% 3.94% -8.90% -1.81%
2011 -7.98% 1.32% 23.30% -14.68%
2010 -10.28% 11.22% -9.65% -14.81%
2009 -1.16% -26.55% -24.36% -3.79%
2008 19.98% 8.20% 8.92% 22.84%
2007 -0.99% -4.46% 3.85% 8.52%
2006 -3.16% 1.72% -3.96% -7.18%
2005 7.02% -0.67% -4.12% -5.11%
2004 -2.69% -5.27% 5.15% -11.70%
2003 5.15% -19.41% -6.49% -12.65%
2002 -6.51% 22.67% 13.44% -11.25%
2001 23.56% -9.93% 34.82% -18.61%
2000 13.56% 11.83% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -10.04%
3-Year -3.12%
5-Year -16.07%
10-Year -13.81%

Performance & Risk

YTD Return 2.20%
5y Average Return -14.69%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) -1.08
Morningstar Risk Rating --

Fund Overview

Category Trading--Inverse Equity
Fund Family Leuthold
Net Assets 67.5M
YTD Return -1.41%
Yield 7.95%
Morningstar Rating --
Inception Date Jun 19, 2000

Fund Summary

The fund sells stocks and exchange traded funds short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund utilizes a disciplined, unemotional, quantitative investment approach.

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