ETF Model Portfolios · LCR · Moderate band

LCR against the ETFIQ Strategic 60 benchmark

Leuthold Core ETF holds 57.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderate band. Its benchmark is ETFIQ Strategic, 60% stocks, a rule, not a fund.

Share
Share on X

In the year to Sep 30, 2026, LCR returned +6.93%, 2.00 points behind the ETFIQ Strategic 60 benchmark’s hypothetical +8.93%.

Growth of $10,000

Trailing ranges end on Sep 30, 2026; All ends on Oct 9, 2026. LCR’s line is its own market-price total return. The benchmark’s is dashed and shaded where hypothetical, before Oct 5, 2026. The largest drawdown of LCR is shaded where the comparison dates it. Computed by ETFIQ from Tiingo daily prices. Not published: the 5Y range, the comparison carries no such window; the 10Y range, the comparison carries no such window.

Growth of $10,000 over 1Y, Sep 30, 2025 to Sep 30, 2026: LCR ends at $10,693, Strategic 60 at $10,893, the benchmark hypothetical.$11,529$10,847$10,165$9,483hypothetical · the current rule applied to past prices$10,693$10,8932025 Sep2025 Dec2026 Apr2026 Jul2026 Sep
LCRStrategic 60, the benchmarkHypothetical
Value of $10,000 at six points from Sep 30, 2025 to Sep 30, 2026; the same numbers as the chart. LCR is its market-price total return; the benchmark is hypothetical.
Value onSep 30, 2025Dec 10, 2025Feb 24, 2026May 7, 2026Jul 21, 2026Sep 30, 2026
LCR$10,000$10,155$10,347$10,379$10,560$10,693
Reference$10,000$10,223$10,578$10,814$10,918$10,893
Growth of $10,000 over 3Y, Sep 29, 2023 to Sep 30, 2026: LCR ends at $13,869, Strategic 60 at $14,933, the benchmark hypothetical.$15,783$13,667$11,551$9,435hypothetical · the current rule applied to past prices$13,869$14,93320232024202520252026
LCRStrategic 60, the benchmarkHypotheticalLargest drawdown −8.58%, Nov 29, 2024 to Apr 8, 2025
Value of $10,000 at six points from Sep 29, 2023 to Sep 30, 2026; the same numbers as the chart. LCR is its market-price total return; the benchmark is hypothetical.
Value onSep 29, 2023May 6, 2024Dec 10, 2024Jul 21, 2025Feb 25, 2026Sep 30, 2026
LCR$10,000$11,125$12,025$12,378$13,476$13,869
Reference$10,000$11,328$12,377$13,090$14,571$14,933
Growth of $10,000 over the whole shared history, Sep 29, 2023 to Oct 9, 2026: LCR ends at $14,012, Strategic 60 at $15,071, the benchmark hypothetical.$15,783$13,667$11,551$9,435hypothetical · the current rule applied to past pricestracked$14,012$15,07120232024202520262026
LCRStrategic 60, the benchmarkHypothetical
Value of $10,000 at six points from Sep 29, 2023 to Oct 9, 2026; the same numbers as the chart. LCR is its market-price total return; the benchmark is hypothetical.
Value onSep 29, 2023May 8, 2024Dec 13, 2024Jul 25, 2025Mar 4, 2026Oct 9, 2026
LCR$10,000$11,121$11,987$12,444$13,348$14,012
Reference$10,000$11,324$12,325$13,203$14,343$15,071

LCR and Strategic 60 by window

WindowFromToLCRStrategic 60Difference, pointsSide
Year to dateDec 31, 2025Oct 9, 2026+6.30%+7.49%*−1.19LCR behind
1 yearSep 30, 2025Sep 30, 2026+6.93%+8.93%*−2.00LCR behind
3 years, a yearSep 29, 2023Sep 30, 2026+11.52%+14.30%*−2.78LCR behind
5 years, a yearnot publishednot publishednot publishednot publishednot publishednot published
10 years, a yearnot publishednot publishednot publishednot publishednot publishednot published
Since Sep 29, 2023, a yearSep 29, 2023Sep 30, 2026+11.52%+14.30%*−2.78LCR behind
LCR’s own market-price total return beside Strategic 60 over the same closes. YTD and 1 year are total returns; the longer windows are yearly rates over whole months. The difference is in percentage points. *Hypothetical as a whole: the benchmark’s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo.

Fees

PortfolioFeeA yearOn $10,000As of
LCRExpense ratio, from its prospectus0.83%$83Jan 28, 2026
Strategic 60Weighted fund fee, inside its returns0.05%$5Oct 9, 2026
Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.

Risk over 3 years

FigureLCRStrategic 60
Volatility, a year7.76%8.59%
Largest drawdown, on daily values−8.58%−9.76%
Beta to the benchmark0.86measured against itself
Correlation0.95measured against itself
Tracking error, a year2.72%measured against itself
Up capture0.84measured against itself
Down capture0.90measured against itself
From monthly returns, Sep 29, 2023 to Sep 30, 2026, 36 months. The drawdown uses daily values. Beta, correlation, tracking error and captures compare the fund with the benchmark.
How a benchmark is published

Each benchmark has its own page with its weights, calendar and returns. Rules were frozen on Oct 3, 2026. Figures before Oct 5, 2026 are hypothetical: we apply today’s rule and funds to earlier prices. Total returns use market price with distributions reinvested, after each fund’s own fees. Nothing else is deducted. The price source leaves out funds that closed before 2016, so results lean toward funds that survived. Methodology v1.3 →

Where to next
LCR fund page→The Strategic 60 benchmark→Every benchmark at 60% stocks→Every model, side by side→How the benchmarks are built→

Questions people ask about LCR and its benchmark

Why is LCR measured against ETFIQ Strategic 60?
LCR holds 57.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is that band’s benchmark.
What does ETFIQ Strategic 60 hold?
60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company.
Why are the benchmark’s returns hypothetical?
Its rule was frozen on a set date. Returns before that date apply today’s rule and funds to earlier prices. The fund’s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived.
Cite this pageCitation, APA and Markdown

ETFIQ, LCR ETF vs the ETFIQ Strategic 60 Benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/lcr/

Open data →

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data. Figures before Oct 5, 2026 are hypothetical.

Sources and credit
Prices and distributions, every fund the benchmarks holdData sourced by Tiingo · end of day · Oct 9, 2026The risk-free rate, for the Sharpe ratioU.S. Treasury daily bill ratesLCR’s page, with its prospectus and feeLCR’s page, with its prospectus and feeLCR’s prospectus filing, for its expense ratioLCR’s prospectus filing, for its expense ratio

Computed by ETFIQ from Tiingo daily prices. Data sourced by Tiingo.