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

Correlation

The correlation between LCCMX and FADMX is 0.39, 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.


-0.50.00.51.00.4

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.

15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
30.84%
18.62%
LCCMX
FADMX

Key characteristics

Sharpe Ratio

LCCMX:

4.34

FADMX:

1.52

Sortino Ratio

LCCMX:

9.29

FADMX:

2.24

Omega Ratio

LCCMX:

2.70

FADMX:

1.28

Calmar Ratio

LCCMX:

4.71

FADMX:

0.99

Martin Ratio

LCCMX:

46.78

FADMX:

8.03

Ulcer Index

LCCMX:

0.39%

FADMX:

0.70%

Daily Std Dev

LCCMX:

4.23%

FADMX:

3.67%

Max Drawdown

LCCMX:

-24.81%

FADMX:

-16.68%

Current Drawdown

LCCMX:

-0.84%

FADMX:

-1.94%

Returns By Period

In the year-to-date period, LCCMX achieves a 16.19% return, which is significantly higher than FADMX's 5.89% return.


LCCMX

YTD

16.19%

1M

-0.60%

6M

4.05%

1Y

18.35%

5Y*

4.89%

10Y*

2.55%

FADMX

YTD

5.89%

1M

-0.68%

6M

2.84%

1Y

6.08%

5Y*

2.19%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


LCCMX vs. FADMX - Expense Ratio Comparison

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


LCCMX
Leader Short Term High Yield Bond Fund
Expense ratio chart for LCCMX: current value at 2.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%2.55%
Expense ratio chart for FADMX: current value at 0.66% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.66%

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for LCCMX, currently valued at 4.34, compared to the broader market-1.000.001.002.003.004.004.341.52
The chart of Sortino ratio for LCCMX, currently valued at 9.29, compared to the broader market-2.000.002.004.006.008.0010.009.292.24
The chart of Omega ratio for LCCMX, currently valued at 2.70, compared to the broader market0.501.001.502.002.503.003.502.701.28
The chart of Calmar ratio for LCCMX, currently valued at 5.84, compared to the broader market0.002.004.006.008.0010.0012.0014.005.840.99
The chart of Martin ratio for LCCMX, currently valued at 46.65, compared to the broader market0.0020.0040.0060.0046.658.03
LCCMX
FADMX

The current LCCMX Sharpe Ratio is 4.34, which is higher than the FADMX Sharpe Ratio of 1.52. 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.


Rolling 12-month Sharpe Ratio2.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
4.34
1.52
LCCMX
FADMX

Dividends

LCCMX vs. FADMX - Dividend Comparison

LCCMX's dividend yield for the trailing twelve months is around 9.81%, more than FADMX's 3.77% yield.


TTM20232022202120202019201820172016201520142013
LCCMX
Leader Short Term High Yield Bond Fund
9.81%9.70%6.24%2.11%2.11%2.99%2.89%2.11%2.19%2.54%2.35%2.44%
FADMX
Fidelity Strategic Income Fund
3.77%4.32%3.67%2.75%3.33%3.46%2.61%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LCCMX vs. FADMX - Drawdown Comparison

The maximum LCCMX drawdown since its inception was -24.81%, which is greater than FADMX's maximum drawdown of -16.68%. Use the drawdown chart below to compare losses from any high point for LCCMX and FADMX. For additional features, visit the drawdowns tool.


-2.50%-2.00%-1.50%-1.00%-0.50%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.84%
-1.94%
LCCMX
FADMX

Volatility

LCCMX vs. FADMX - Volatility Comparison

The current volatility for Leader Short Term High Yield Bond Fund (LCCMX) is 1.01%, while Fidelity Strategic Income Fund (FADMX) has a volatility of 1.14%. This indicates that LCCMX experiences smaller price fluctuations and is considered to be less risky than FADMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.20%0.40%0.60%0.80%1.00%1.20%1.40%JulyAugustSeptemberOctoberNovemberDecember
1.01%
1.14%
LCCMX
FADMX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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