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LCTIX vs. AAIIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LCTIX vs. AAIIX

Last updated Apr 16, 2026

LCTIX (Leader Capital High Quality Income Fund Institutional Shares) and AAIIX (Ancora Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, LCTIX returned 5.36%/yr vs 3.41%/yr for AAIIX. At 0.24, their price movements are largely independent. LCTIX charges 1.08%/yr vs 2.20%/yr for AAIIX.

Performance

LCTIX vs. AAIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leader Capital High Quality Income Fund Institutional Shares (LCTIX) and Ancora Income Fund (AAIIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LCTIX achieves a 0.68% return, which is significantly lower than AAIIX's 2.11% return. Over the past 10 years, LCTIX has outperformed AAIIX with an annualized return of 5.36%, while AAIIX has yielded a comparatively lower 3.41% annualized return.

LCTIX

1D
0.18%
1M
0.18%
YTD
0.68%
6M
1.61%
1Y
5.16%
3Y*
6.09%
5Y*
5.51%
10Y*
5.36%

AAIIX

1D
0.56%
1M
0.56%
YTD
2.11%
6M
1.61%
1Y
10.08%
3Y*
6.68%
5Y*
2.40%
10Y*
3.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LCTIX vs. AAIIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
LCTIX
Leader Capital High Quality Income Fund Institutional Shares		0.68%5.12%6.49%8.47%2.64%2.41%12.94%1.55%6.64%4.79%
AAIIX
Ancora Income Fund		2.11%2.28%9.23%9.46%-14.32%9.21%3.72%11.08%-5.60%6.57%

Correlation

The correlation between LCTIX and AAIIX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2010

0.24

The correlation between LCTIX and AAIIX shifts across timeframes, from 0.12 (5 years) to 0.24 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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Leader Capital High Quality Income Fund Institutional Shares

Ancora Income Fund

Often compared with LCTIX:
LCTIX vs. DCPYXLCTIX vs. SAVYXLCTIX vs. LMSMXLCTIX vs. HABYXLCTIX vs. BILDXLCTIX vs. TNUIXLCTIX vs. GIBIX
Often compared with AAIIX:
AAIIX vs. LCTRXAAIIX vs. TOBAXAAIIX vs. BCPIXAAIIX vs. JAFLXAAIIX vs. HOBIXAAIIX vs. AMFIXAAIIX vs. GUGAX

Return for Risk

LCTIX vs. AAIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LCTIX
LCTIX Risk / Return Rank: 8585
Overall Rank
LCTIX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
LCTIX Sortino Ratio Rank: 9696
Sortino Ratio Rank
LCTIX Omega Ratio Rank: 9797
Omega Ratio Rank
LCTIX Calmar Ratio Rank: 8383
Calmar Ratio Rank
LCTIX Martin Ratio Rank: 7878
Martin Ratio Rank
AAIIX
AAIIX Risk / Return Rank: 4242
Overall Rank
AAIIX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
AAIIX Sortino Ratio Rank: 4848
Sortino Ratio Rank
AAIIX Omega Ratio Rank: 5050
Omega Ratio Rank
AAIIX Calmar Ratio Rank: 3434
Calmar Ratio Rank
AAIIX Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LCTIX vs. AAIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leader Capital High Quality Income Fund Institutional Shares (LCTIX) and Ancora Income Fund (AAIIX). 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.

LCTIXAAIIXDifference

Sharpe ratio

Return per unit of total volatility

2.77

2.26

+0.51

Sortino ratio

Return per unit of downside risk

6.32

3.29

+3.03

Omega ratio

Gain probability vs. loss probability

2.19

1.45

+0.75

Calmar ratio

Return relative to maximum drawdown

4.49

2.60

+1.89

Martin ratio

Return relative to average drawdown

17.38

8.81

+8.57

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LCTIX vs. AAIIX - Sharpe Ratio Comparison

The current LCTIX Sharpe Ratio is 2.77, which is comparable to the AAIIX Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of LCTIX and AAIIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

LCTIXAAIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

2.26

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.24

0.00

+2.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.00

+0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.00

+0.76

Drawdowns

LCTIX vs. AAIIX - Drawdown Comparison

The maximum LCTIX drawdown since its inception was -24.76%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for LCTIX and AAIIX.

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Drawdown Indicators

LCTIXAAIIXDifference

Max Drawdown

Largest peak-to-trough decline

-24.76%

-98.01%

+73.25%

Max Drawdown (1Y)

Largest decline over 1 year

-1.17%

-4.19%

+3.02%

Max Drawdown (5Y)

Largest decline over 5 years

-3.70%

-98.01%

+94.31%

Max Drawdown (10Y)

Largest decline over 10 years

-23.61%

-98.01%

+74.40%

Current Drawdown

Current decline from peak

-0.54%

-97.79%

+97.25%

Average Drawdown

Average peak-to-trough decline

-3.88%

-11.85%

+7.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

1.24%

-0.94%

Volatility

LCTIX vs. AAIIX - Volatility Comparison

The current volatility for Leader Capital High Quality Income Fund Institutional Shares (LCTIX) is 0.53%, while Ancora Income Fund (AAIIX) has a volatility of 2.06%. This indicates that LCTIX experiences smaller price fluctuations and is considered to be less risky than AAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LCTIXAAIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.53%

2.06%

-1.53%

Volatility (6M)

Calculated over the trailing 6-month period

1.37%

3.26%

-1.89%

Volatility (1Y)

Calculated over the trailing 1-year period

1.88%

4.72%

-2.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.47%

2,091.17%

-2,088.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.31%

1,478.78%

-1,472.47%

LCTIX vs. AAIIX - Expense Ratio Comparison

LCTIX has a 1.08% expense ratio, which is lower than AAIIX's 2.20% expense ratio.

Dividends

LCTIX vs. AAIIX - Dividend Comparison

LCTIX's dividend yield for the trailing twelve months is around 5.31%, more than AAIIX's 5.02% yield.

TTM20252024202320222021202020192018201720162015
LCTIX
Leader Capital High Quality Income Fund Institutional Shares		5.31%5.90%5.91%5.50%2.31%1.93%1.73%2.92%3.67%2.56%0.00%0.00%
AAIIX
Ancora Income Fund		5.02%4.09%4.57%4.77%4.52%4.46%5.68%3.96%4.36%5.69%6.40%6.99%