Leader Short Term High Yield Bond Fund (LCCMX)

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Leader Short Term High Yield Bond Fund (LCCMX) is up 3.8% since the beginning of the year. LCCMX is currently trading at $8 per share. Investors who bought $1,000 worth of LCCMX shares 5 years ago would now be looking at an investment worth $1,342.

Leader Short Term High Yield Bond Fund (LCCMX) has returned 3.76% so far this year and 10.92% over the past 12 months.

Based on dividend-adjusted daily data since Jul 14, 2005, LCCMX's average daily return is +0.02%, while the average monthly return is +0.34%. At this rate, an investment would double in approximately 17.0 years.

Historically, 68% of months were positive and 32% were negative. The best month was Jan 2023 with a return of +7.3%, while the worst month was Mar 2020 at -14.5%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 9 months.

On a daily basis, LCCMX closed higher 33% of trading days. The best single day was Apr 9, 2020 with a return of +2.7%, while the worst single day was Mar 9, 2020 at -9.5%.

Leader Short Term High Yield Bond Fund has an annualized alpha of 8.80%, beta of 0.08, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since July 15, 2005.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (31.22%) than losses (3.00%) - typical of diversified or defensive assets.
• Beta of 0.08 may look defensive, but with R2 of 0.05 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.05 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LCCMX has a high expense ratio of 2.55%, indicating above-average management fees.

LCCMX ranks 77 for risk / return — better than 77% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Leader Short Term High Yield Bond Fund (LCCMX) and compare them to S&P 500 Index.

Leader Short Term High Yield Bond Fund provided a 8.54% dividend yield over the last twelve months, with an annual payout of $0.71 per share.

The table displays the monthly dividend distributions for Leader Short Term High Yield Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Leader Short Term High Yield Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Leader Short Term High Yield Bond Fund was 24.57%, occurring on Mar 19, 2020. Recovery took 175 trading sessions.

The current Leader Short Term High Yield Bond Fund drawdown is 0.12%.

The chart below shows the rolling one-month volatility.