LCCMX vs. VISTX
Compare and contrast key facts about Leader Short Term High Yield Bond Fund (LCCMX) and Vanguard Institutional Short-Term Bond Fund (VISTX).
LCCMX is managed by LEADER. It was launched on Jul 14, 2005. VISTX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
LCCMX vs. VISTX - Performance Comparison
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LCCMX vs. VISTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | -2.35% | 9.73% | 18.51% | 13.73% | -13.30% | 1.30% | 7.52% | 0.65% | 2.35% | 1.89% |
VISTX Vanguard Institutional Short-Term Bond Fund | 0.25% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
Returns By Period
In the year-to-date period, LCCMX achieves a -2.35% return, which is significantly lower than VISTX's 0.25% return. Over the past 10 years, LCCMX has outperformed VISTX with an annualized return of 3.75%, while VISTX has yielded a comparatively lower 2.43% annualized return.
LCCMX
- 1D
- 0.00%
- 1M
- -2.57%
- YTD
- -2.35%
- 6M
- 0.32%
- 1Y
- 5.56%
- 3Y*
- 12.42%
- 5Y*
- 4.85%
- 10Y*
- 3.75%
VISTX
- 1D
- 0.15%
- 1M
- -0.64%
- YTD
- 0.25%
- 6M
- 1.45%
- 1Y
- 4.26%
- 3Y*
- 4.94%
- 5Y*
- 2.45%
- 10Y*
- 2.43%
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LCCMX vs. VISTX - Expense Ratio Comparison
LCCMX has a 2.55% expense ratio, which is higher than VISTX's 0.02% expense ratio.
Return for Risk
LCCMX vs. VISTX — Risk / Return Rank
LCCMX
VISTX
LCCMX vs. VISTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leader Short Term High Yield Bond Fund (LCCMX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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 | VISTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 3.01 | -1.55 |
Sortino ratioReturn per unit of downside risk | 2.64 | 4.73 | -2.09 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.68 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 5.24 | -3.63 |
Martin ratioReturn relative to average drawdown | 5.71 | 21.26 | -15.55 |
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 | VISTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 3.01 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 1.33 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.66 | -1.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.70 | -0.94 |
Correlation
The correlation between LCCMX and VISTX is 0.13, 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
LCCMX vs. VISTX - Dividend Comparison
LCCMX's dividend yield for the trailing twelve months is around 8.33%, more than VISTX's 4.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | 8.33% | 8.93% | 10.39% | 8.55% | 5.68% | 2.11% | 2.11% | 2.98% | 2.89% | 2.10% | 2.01% | 2.75% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.11% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
Drawdowns
LCCMX vs. VISTX - Drawdown Comparison
The maximum LCCMX drawdown since its inception was -24.57%, which is greater than VISTX's maximum drawdown of -5.64%. Use the drawdown chart below to compare losses from any high point for LCCMX and VISTX.
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Drawdown Indicators
| LCCMX | VISTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -5.64% | -18.93% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -0.86% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -5.64% | -13.56% |
Max Drawdown (10Y)Largest decline over 10 years | -24.57% | -5.64% | -18.93% |
Current DrawdownCurrent decline from peak | -3.76% | -0.64% | -3.12% |
Average DrawdownAverage peak-to-trough decline | -2.81% | -0.69% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 0.21% | +0.85% |
Volatility
LCCMX vs. VISTX - Volatility Comparison
Leader Short Term High Yield Bond Fund (LCCMX) has a higher volatility of 1.55% compared to Vanguard Institutional Short-Term Bond Fund (VISTX) at 0.47%. This indicates that LCCMX's price experiences larger fluctuations and is considered to be riskier than VISTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCCMX | VISTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 0.47% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 3.50% | 0.85% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.25% | 1.45% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 1.85% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.30% | 1.47% | +4.83% |