LCCMX vs. LCTRX
Compare and contrast key facts about Leader Short Term High Yield Bond Fund (LCCMX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX).
LCCMX is managed by LEADER. It was launched on Jul 14, 2005. LCTRX is managed by LEADER. It was launched on Jul 30, 2010.
Performance
LCCMX vs. LCTRX - Performance Comparison
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LCCMX vs. LCTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | -1.86% | 9.73% | 18.51% | 13.73% | -13.30% | 1.30% | 7.52% | 0.65% | 2.35% | 1.89% |
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, LCCMX achieves a -1.86% return, which is significantly lower than LCTRX's -0.02% return. Over the past 10 years, LCCMX has underperformed LCTRX with an annualized return of 3.80%, while LCTRX has yielded a comparatively higher 5.03% annualized return.
LCCMX
- 1D
- 0.50%
- 1M
- -2.08%
- YTD
- -1.86%
- 6M
- 0.70%
- 1Y
- 5.96%
- 3Y*
- 12.60%
- 5Y*
- 4.93%
- 10Y*
- 3.80%
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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LCCMX vs. LCTRX - Expense Ratio Comparison
LCCMX has a 2.55% expense ratio, which is higher than LCTRX's 2.33% expense ratio.
Return for Risk
LCCMX vs. LCTRX — Risk / Return Rank
LCCMX
LCTRX
LCCMX vs. LCTRX - 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 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.
| LCCMX | LCTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.80 | -0.35 |
Sortino ratioReturn per unit of downside risk | 2.61 | 3.45 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.62 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 3.22 | -1.43 |
Martin ratioReturn relative to average drawdown | 6.22 | 10.58 | -4.36 |
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
| LCCMX | LCTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.80 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 2.02 | -1.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.80 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.68 | +0.08 |
Correlation
The correlation between LCCMX and LCTRX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LCCMX vs. LCTRX - Dividend Comparison
LCCMX's dividend yield for the trailing twelve months is around 8.29%, more than LCTRX's 5.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | 8.29% | 8.93% | 10.39% | 8.55% | 5.68% | 2.11% | 2.11% | 2.98% | 2.89% | 2.10% | 2.01% | 2.75% |
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
LCCMX vs. LCTRX - Drawdown Comparison
The maximum LCCMX drawdown since its inception was -24.57%, smaller than the maximum LCTRX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for LCCMX and LCTRX.
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Drawdown Indicators
| LCCMX | LCTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -26.09% | +1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -1.17% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -3.82% | -15.38% |
Max Drawdown (10Y)Largest decline over 10 years | -24.57% | -23.93% | -0.64% |
Current DrawdownCurrent decline from peak | -3.27% | -1.17% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -2.81% | -4.16% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.36% | +0.72% |
Volatility
LCCMX vs. LCTRX - Volatility Comparison
Leader Short Term High Yield Bond Fund (LCCMX) has a higher volatility of 1.67% compared to Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) at 0.55%. This indicates that LCCMX'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
| LCCMX | LCTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 0.55% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.53% | 1.32% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 1.90% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 2.47% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.30% | 6.32% | -0.02% |