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LCCMX vs. FADMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LCCMX and FADMX is 0.34, 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.


Performance

LCCMX vs. FADMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leader Short Term High Yield Bond Fund (LCCMX) and Fidelity Strategic Income Fund (FADMX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

LCCMX:

2.17

FADMX:

1.56

Sortino Ratio

LCCMX:

3.91

FADMX:

2.39

Omega Ratio

LCCMX:

1.75

FADMX:

1.30

Calmar Ratio

LCCMX:

2.53

FADMX:

2.10

Martin Ratio

LCCMX:

8.04

FADMX:

6.18

Ulcer Index

LCCMX:

1.04%

FADMX:

0.99%

Daily Std Dev

LCCMX:

3.80%

FADMX:

3.82%

Max Drawdown

LCCMX:

-24.57%

FADMX:

-15.84%

Current Drawdown

LCCMX:

-1.55%

FADMX:

-0.10%

Returns By Period

In the year-to-date period, LCCMX achieves a 1.07% return, which is significantly lower than FADMX's 1.83% return.


LCCMX

YTD

1.07%

1M

1.42%

6M

2.48%

1Y

8.20%

5Y*

8.89%

10Y*

2.66%

FADMX

YTD

1.83%

1M

2.08%

6M

1.74%

1Y

5.93%

5Y*

4.33%

10Y*

N/A

*Annualized

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LCCMX vs. FADMX - Expense Ratio Comparison

LCCMX has a 2.55% expense ratio, which is higher than FADMX's 0.66% expense ratio.


Risk-Adjusted Performance

LCCMX vs. FADMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCCMX
The Risk-Adjusted Performance Rank of LCCMX is 9494
Overall Rank
The Sharpe Ratio Rank of LCCMX is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of LCCMX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of LCCMX is 9797
Omega Ratio Rank
The Calmar Ratio Rank of LCCMX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of LCCMX is 9292
Martin Ratio Rank

FADMX
The Risk-Adjusted Performance Rank of FADMX is 9090
Overall Rank
The Sharpe Ratio Rank of FADMX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of FADMX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of FADMX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of FADMX is 9393
Calmar Ratio Rank
The Martin Ratio Rank of FADMX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LCCMX vs. FADMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Leader Short Term High Yield Bond Fund (LCCMX) and Fidelity Strategic Income Fund (FADMX). 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.


The current LCCMX Sharpe Ratio is 2.17, which is higher than the FADMX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of LCCMX and FADMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

LCCMX vs. FADMX - Dividend Comparison

LCCMX's dividend yield for the trailing twelve months is around 10.10%, more than FADMX's 4.10% yield.


TTM20242023202220212020201920182017201620152014
LCCMX
Leader Short Term High Yield Bond Fund
10.10%10.32%9.70%6.23%2.11%2.11%2.98%2.89%2.10%2.19%2.54%3.17%
FADMX
Fidelity Strategic Income Fund
4.10%4.20%4.32%3.81%4.64%4.57%4.34%2.61%0.00%0.00%0.00%0.00%

Drawdowns

LCCMX vs. FADMX - Drawdown Comparison

The maximum LCCMX drawdown since its inception was -24.57%, which is greater than FADMX's maximum drawdown of -15.84%. Use the drawdown chart below to compare losses from any high point for LCCMX and FADMX. For additional features, visit the drawdowns tool.


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Volatility

LCCMX vs. FADMX - Volatility Comparison

Leader Short Term High Yield Bond Fund (LCCMX) and Fidelity Strategic Income Fund (FADMX) have volatilities of 0.90% and 0.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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