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LCTIX vs. DCPYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LCTIX vs. DCPYX

Last updated Apr 16, 2026

LCTIX (Leader Capital High Quality Income Fund Institutional Shares) and DCPYX (BNY Mellon Core Plus Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, LCTIX returned 5.36%/yr vs 1.90%/yr for DCPYX. At 0.18, their price movements are largely independent. LCTIX charges 1.08%/yr vs 0.40%/yr for DCPYX.

Performance

LCTIX vs. DCPYX - 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 BNY Mellon Core Plus Fund (DCPYX). 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 higher than DCPYX's 0.42% return. Over the past 10 years, LCTIX has outperformed DCPYX with an annualized return of 5.36%, while DCPYX has yielded a comparatively lower 1.90% 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%

DCPYX

1D
0.32%
1M
0.54%
YTD
0.42%
6M
0.57%
1Y
6.33%
3Y*
3.84%
5Y*
0.20%
10Y*
1.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LCTIX vs. DCPYX - 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%
DCPYX
BNY Mellon Core Plus Fund		0.42%7.04%1.39%6.14%-13.87%-1.00%9.80%11.19%-0.80%2.13%

Correlation

The correlation between LCTIX and DCPYX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.35

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

0.22

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

0.16

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2010

0.19

The correlation between LCTIX and DCPYX shifts across timeframes, from 0.16 (5 years) to 0.35 (1 year), reflecting how their relationship changes across market environments.

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Leader Capital High Quality Income Fund Institutional Shares

BNY Mellon Core Plus Fund

Often compared with LCTIX:
LCTIX vs. SAVYXLCTIX vs. AAIIXLCTIX vs. LMSMXLCTIX vs. HABYXLCTIX vs. BILDXLCTIX vs. TNUIXLCTIX vs. GIBIX
Often compared with DCPYX:
DCPYX vs. GC=FDCPYX vs. LMSMXDCPYX vs. DRRIXDCPYX vs. MDVAXDCPYX vs. ARINXDCPYX vs. AMFIXDCPYX vs. DBMYX

Return for Risk

LCTIX vs. DCPYX — 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
DCPYX
DCPYX Risk / Return Rank: 2121
Overall Rank
DCPYX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
DCPYX Sortino Ratio Rank: 2020
Sortino Ratio Rank
DCPYX Omega Ratio Rank: 1818
Omega Ratio Rank
DCPYX Calmar Ratio Rank: 2424
Calmar Ratio Rank
DCPYX Martin Ratio Rank: 2222
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. DCPYX - 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 BNY Mellon Core Plus Fund (DCPYX). 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.

LCTIXDCPYXDifference

Sharpe ratio

Return per unit of total volatility

2.77

1.59

+1.17

Sortino ratio

Return per unit of downside risk

6.32

2.34

+3.98

Omega ratio

Gain probability vs. loss probability

2.19

1.29

+0.91

Calmar ratio

Return relative to maximum drawdown

4.49

2.17

+2.32

Martin ratio

Return relative to average drawdown

17.38

7.35

+10.03

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. DCPYX - Sharpe Ratio Comparison

The current LCTIX Sharpe Ratio is 2.77, which is higher than the DCPYX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of LCTIX and DCPYX, 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

LCTIXDCPYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

1.59

+1.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.24

0.03

+2.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.39

+0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.29

+0.47

Drawdowns

LCTIX vs. DCPYX - Drawdown Comparison

The maximum LCTIX drawdown since its inception was -24.76%, which is greater than DCPYX's maximum drawdown of -19.42%. Use the drawdown chart below to compare losses from any high point for LCTIX and DCPYX.

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Drawdown Indicators

LCTIXDCPYXDifference

Max Drawdown

Largest peak-to-trough decline

-24.76%

-19.42%

-5.34%

Max Drawdown (1Y)

Largest decline over 1 year

-1.17%

-3.19%

+2.02%

Max Drawdown (5Y)

Largest decline over 5 years

-3.70%

-19.42%

+15.72%

Max Drawdown (10Y)

Largest decline over 10 years

-23.61%

-19.42%

-4.19%

Current Drawdown

Current decline from peak

-0.54%

-1.68%

+1.14%

Average Drawdown

Average peak-to-trough decline

-3.88%

-4.99%

+1.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

0.94%

-0.64%

Volatility

LCTIX vs. DCPYX - Volatility Comparison

The current volatility for Leader Capital High Quality Income Fund Institutional Shares (LCTIX) is 0.53%, while BNY Mellon Core Plus Fund (DCPYX) has a volatility of 1.57%. This indicates that LCTIX experiences smaller price fluctuations and is considered to be less risky than DCPYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LCTIXDCPYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.53%

1.57%

-1.04%

Volatility (6M)

Calculated over the trailing 6-month period

1.37%

2.55%

-1.18%

Volatility (1Y)

Calculated over the trailing 1-year period

1.88%

4.21%

-2.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.47%

5.79%

-3.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.31%

4.86%

+1.45%

LCTIX vs. DCPYX - Expense Ratio Comparison

LCTIX has a 1.08% expense ratio, which is higher than DCPYX's 0.40% expense ratio.

Dividends

LCTIX vs. DCPYX - Dividend Comparison

LCTIX's dividend yield for the trailing twelve months is around 5.31%, more than DCPYX's 4.17% yield.

TTM202520242023202220212020201920182017
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%
DCPYX
BNY Mellon Core Plus Fund		4.17%4.59%3.58%2.94%2.74%3.04%2.71%3.11%3.25%0.22%