LCTIX vs. BILDX
LCTIX (Leader Capital High Quality Income Fund Institutional Shares) and BILDX (DoubleLine Infrastructure Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, LCTIX returned 5.51%/yr vs 1.70%/yr for BILDX. At 0.13, their price movements are largely independent. LCTIX charges 1.08%/yr vs 0.57%/yr for BILDX.
Performance
LCTIX vs. BILDX - Performance Comparison
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Returns By Period
In the year-to-date period, LCTIX achieves a 0.68% return, which is significantly higher than BILDX's 0.36% 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%
BILDX
- 1D
- 0.21%
- 1M
- 0.21%
- YTD
- 0.36%
- 6M
- 0.55%
- 1Y
- 6.63%
- 3Y*
- 5.79%
- 5Y*
- 1.70%
- 10Y*
- —
LCTIX vs. BILDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 4.46% |
BILDX DoubleLine Infrastructure Income Fund | 0.36% | 7.59% | 4.41% | 8.89% | -11.54% | 0.14% | 5.48% | 8.30% | 0.39% | 5.66% |
Correlation
The correlation between LCTIX and BILDX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2017 | 0.13 |
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Return for Risk
LCTIX vs. BILDX — Risk / Return Rank
LCTIX
BILDX
LCTIX vs. BILDX - 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 DoubleLine Infrastructure Income Fund (BILDX). 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.
| LCTIX | BILDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.77 | 2.18 | +0.59 |
Sortino ratioReturn per unit of downside risk | 6.32 | 3.30 | +3.03 |
Omega ratioGain probability vs. loss probability | 2.19 | 1.41 | +0.78 |
Calmar ratioReturn relative to maximum drawdown | 4.49 | 3.26 | +1.23 |
Martin ratioReturn relative to average drawdown | 17.38 | 11.60 | +5.78 |
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
| LCTIX | BILDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.77 | 2.18 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.24 | 0.39 | +1.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.74 | +0.02 |
Drawdowns
LCTIX vs. BILDX - Drawdown Comparison
The maximum LCTIX drawdown since its inception was -24.76%, which is greater than BILDX's maximum drawdown of -15.68%. Use the drawdown chart below to compare losses from any high point for LCTIX and BILDX.
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Drawdown Indicators
| LCTIX | BILDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.76% | -15.68% | -9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -2.21% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -3.70% | -15.68% | +11.98% |
Max Drawdown (10Y)Largest decline over 10 years | -23.61% | — | — |
Current DrawdownCurrent decline from peak | -0.54% | -1.17% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -3.03% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 0.62% | -0.32% |
Volatility
LCTIX vs. BILDX - Volatility Comparison
The current volatility for Leader Capital High Quality Income Fund Institutional Shares (LCTIX) is 0.53%, while DoubleLine Infrastructure Income Fund (BILDX) has a volatility of 1.28%. This indicates that LCTIX experiences smaller price fluctuations and is considered to be less risky than BILDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTIX | BILDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 1.28% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 1.37% | 2.09% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.88% | 3.23% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.47% | 4.39% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 4.10% | +2.21% |
LCTIX vs. BILDX - Expense Ratio Comparison
LCTIX has a 1.08% expense ratio, which is higher than BILDX's 0.57% expense ratio.
Dividends
LCTIX vs. BILDX - Dividend Comparison
LCTIX's dividend yield for the trailing twelve months is around 5.31%, more than BILDX's 4.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BILDX DoubleLine Infrastructure Income Fund | 4.41% | 4.64% | 4.11% | 3.42% | 3.31% | 3.45% | 2.89% | 3.40% | 3.18% | 3.22% |