LCCMX vs. LCTIX
LCCMX (Leader Short Term High Yield Bond Fund) and LCTIX (Leader Capital High Quality Income Fund Institutional Shares) are both mutual funds - LCCMX is a Short-Term Bond fund managed by Leader, while LCTIX is a Intermediate Core-Plus Bond fund actively managed by Leader. Over the past 10 years, LCCMX returned 4.28%/yr vs 5.21%/yr for LCTIX. Their 0.54 correlation means they have sometimes moved together and sometimes differently. LCCMX charges 2.55%/yr vs 1.08%/yr for LCTIX.
Performance
LCCMX vs. LCTIX - Performance Comparison
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Returns By Period
In the year-to-date period, LCCMX achieves a 3.65% return, which is significantly higher than LCTIX's 1.41% return. Over the past 10 years, LCCMX has underperformed LCTIX with an annualized return of 4.28%, while LCTIX has yielded a comparatively higher 5.21% annualized return.
LCCMX
- 1D
- 0.00%
- 1M
- -0.72%
- 6M
- 2.16%
- YTD
- 3.65%
- 1Y
- 8.47%
- 3Y*
- 12.03%
- 5Y*
- 5.76%
- 10Y*
- 4.28%
- ALL TIME*
- 3.89%
LCTIX
- 1D
- -0.09%
- 1M
- -1.00%
- 6M
- 0.79%
- YTD
- 1.41%
- 1Y
- 3.68%
- 3Y*
- 5.49%
- 5Y*
- 5.18%
- 10Y*
- 5.21%
- ALL TIME*
- 4.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LCCMX vs. LCTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | 3.65% | 9.73% | 18.51% | 13.73% | -13.30% | 1.30% | 7.52% | 0.65% | 2.35% | 1.89% |
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 1.41% | 5.12% | 6.49% | 8.47% | 2.64% | 2.41% | 12.94% | 1.55% | 6.64% | 4.79% |
Correlation
The correlation between LCCMX and LCTIX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2010 | 0.54 |
Over the past year, the correlation between LCCMX and LCTIX has dropped to 0.29 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
LCCMX vs. LCTIX — Risk / Return Rank
LCCMX
LCTIX
LCCMX vs. LCTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leader Short Term High Yield Bond Fund (LCCMX) and Leader Capital High Quality Income Fund Institutional Shares (LCTIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LCCMX | LCTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.52 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 3.15 | -0.89 |
| Martin ratioReturn relative to average drawdown | 7.84 | 11.90 | -4.05 |
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Drawdowns
LCCMX vs. LCTIX - Drawdown Comparison
The maximum LCCMX drawdown since its inception was -24.57%, roughly equal to the maximum LCTIX drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for LCCMX and LCTIX.
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Drawdown Indicators
| LCCMX | LCTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -24.76% | +0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -1.17% | -2.59% |
Max Drawdown (3Y)Largest decline over 3 years | -3.76% | -1.29% | -2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -3.70% | -15.50% |
Max Drawdown (10Y)Largest decline over 10 years | -24.57% | -23.61% | -0.96% |
Current DrawdownCurrent decline from peak | -0.84% | -1.00% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -2.78% | -3.81% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.31% | +0.77% |
Volatility
LCCMX vs. LCTIX - Volatility Comparison
Leader Short Term High Yield Bond Fund (LCCMX) and Leader Capital High Quality Income Fund Institutional Shares (LCTIX) have volatilities of 0.64% and 0.64%, 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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Volatility by Period
| LCCMX | LCTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.64% | 0.64% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.43% | 1.61% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 2.10% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 2.24% | +3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.34% | 6.28% | +0.06% |
LCCMX vs. LCTIX - Expense Ratio Comparison
LCCMX has a 2.55% expense ratio, which is higher than LCTIX's 1.08% expense ratio.
Dividends
LCCMX vs. LCTIX - Dividend Comparison
LCCMX's dividend yield for the trailing twelve months is around 7.98%, more than LCTIX's 5.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | 7.98% | 8.93% | 10.39% | 8.55% | 5.68% | 2.11% | 2.11% | 2.98% | 2.89% | 2.10% | 2.01% | 2.75% |
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 5.21% | 5.90% | 5.91% | 5.50% | 2.31% | 1.93% | 1.73% | 2.92% | 3.67% | 2.56% | 0.00% | 0.00% |
Frequently Asked Questions
LCCMX and LCTIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LCTIX has higher volatility (0.64%) compared to LCCMX (0.64%). In terms of maximum drawdown, LCCMX dropped -24.57% vs LCTIX's -24.76%.
LCCMX currently has the higher Sharpe Ratio (1.86 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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