DSBFX vs. LCTRX
Compare and contrast key facts about Domini Impact Bond Fund (DSBFX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX).
DSBFX is managed by Domini. It was launched on Jun 1, 2000. LCTRX is managed by LEADER. It was launched on Jul 30, 2010.
Performance
DSBFX vs. LCTRX - Performance Comparison
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DSBFX vs. LCTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSBFX Domini Impact Bond Fund | -0.16% | 6.07% | 1.73% | 5.73% | -15.11% | -0.80% | 10.10% | 9.15% | -0.77% | 3.28% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | -0.02% | 4.72% | 6.03% | 8.26% | 2.22% | 1.99% | 12.07% | 1.15% | 6.01% | 4.28% |
Returns By Period
In the year-to-date period, DSBFX achieves a -0.16% return, which is significantly lower than LCTRX's -0.02% return. Over the past 10 years, DSBFX has underperformed LCTRX with an annualized return of 1.55%, while LCTRX has yielded a comparatively higher 5.03% annualized return.
DSBFX
- 1D
- 0.20%
- 1M
- -1.74%
- YTD
- -0.16%
- 6M
- 0.33%
- 1Y
- 3.09%
- 3Y*
- 3.43%
- 5Y*
- -0.32%
- 10Y*
- 1.55%
LCTRX
- 1D
- 0.00%
- 1M
- -1.08%
- YTD
- -0.02%
- 6M
- 0.72%
- 1Y
- 3.30%
- 3Y*
- 5.65%
- 5Y*
- 4.94%
- 10Y*
- 5.03%
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DSBFX vs. LCTRX - Expense Ratio Comparison
DSBFX has a 0.87% expense ratio, which is lower than LCTRX's 2.33% expense ratio.
Return for Risk
DSBFX vs. LCTRX — Risk / Return Rank
DSBFX
LCTRX
DSBFX vs. LCTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Domini Impact Bond Fund (DSBFX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DSBFX | LCTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.80 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.12 | 3.45 | -2.33 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.62 | -0.48 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 3.22 | -1.89 |
Martin ratioReturn relative to average drawdown | 3.74 | 10.58 | -6.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DSBFX | LCTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.80 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 2.02 | -2.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.80 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.68 | -0.35 |
Correlation
The correlation between DSBFX and LCTRX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DSBFX vs. LCTRX - Dividend Comparison
DSBFX's dividend yield for the trailing twelve months is around 2.85%, less than LCTRX's 5.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSBFX Domini Impact Bond Fund | 2.85% | 3.09% | 3.13% | 2.59% | 1.81% | 2.31% | 5.03% | 2.38% | 2.67% | 1.70% | 0.48% | 0.55% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 5.01% | 5.53% | 5.57% | 5.31% | 2.18% | 1.69% | 1.17% | 2.40% | 3.31% | 2.09% | 0.00% | 0.00% |
Drawdowns
DSBFX vs. LCTRX - Drawdown Comparison
The maximum DSBFX drawdown since its inception was -20.10%, smaller than the maximum LCTRX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for DSBFX and LCTRX.
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Drawdown Indicators
| DSBFX | LCTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.10% | -26.09% | +5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -1.17% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -20.10% | -3.82% | -16.28% |
Max Drawdown (10Y)Largest decline over 10 years | -20.10% | -23.93% | +3.83% |
Current DrawdownCurrent decline from peak | -4.40% | -1.17% | -3.23% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -4.16% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 0.36% | +0.65% |
Volatility
DSBFX vs. LCTRX - Volatility Comparison
Domini Impact Bond Fund (DSBFX) has a higher volatility of 1.36% compared to Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) at 0.55%. This indicates that DSBFX's price experiences larger fluctuations and is considered to be riskier than LCTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSBFX | LCTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 0.55% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 2.37% | 1.32% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.24% | 1.90% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 2.47% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 6.32% | -1.32% |