LCTIX vs. LCCMX
LCTIX (Leader Capital High Quality Income Fund Institutional Shares) and LCCMX (Leader Short Term High Yield Bond Fund) are both mutual funds - LCTIX is a Intermediate Core-Plus Bond fund actively managed by Leader, while LCCMX is a Short-Term Bond fund managed by Leader. Over the past 10 years, LCTIX returned 5.21%/yr vs 4.28%/yr for LCCMX. Their 0.54 correlation means they have sometimes moved together and sometimes differently. LCTIX charges 1.08%/yr vs 2.55%/yr for LCCMX.
Performance
LCTIX vs. LCCMX - Performance Comparison
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Returns By Period
In the year-to-date period, LCTIX achieves a 1.41% return, which is significantly lower than LCCMX's 3.65% return. Over the past 10 years, LCTIX has outperformed LCCMX with an annualized return of 5.21%, while LCCMX has yielded a comparatively lower 4.28% annualized return.
LCTIX
- 1D
- -0.09%
- 1M
- -1.00%
- 6M
- 0.79%
- YTD
- 1.41%
- 1Y
- 3.68%
- 3Y*
- 5.49%
- 5Y*
- 5.18%
- 10Y*
- 5.21%
- ALL TIME*
- 4.13%
LCCMX
- 1D
- 0.00%
- 1M
- -0.72%
- 6M
- 2.16%
- YTD
- 3.65%
- 1Y
- 8.47%
- 3Y*
- 12.03%
- 5Y*
- 5.76%
- 10Y*
- 4.28%
- ALL TIME*
- 3.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LCTIX vs. LCCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 1.41% | 5.12% | 6.49% | 8.47% | 2.64% | 2.41% | 12.94% | 1.55% | 6.64% | 4.79% |
LCCMX Leader Short Term High Yield Bond Fund | 3.65% | 9.73% | 18.51% | 13.73% | -13.30% | 1.30% | 7.52% | 0.65% | 2.35% | 1.89% |
Correlation
The correlation between LCTIX and LCCMX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2010 | 0.54 |
Over the past year, the correlation between LCTIX and LCCMX has dropped to 0.29 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
LCTIX vs. LCCMX — Risk / Return Rank
LCTIX
LCCMX
LCTIX vs. LCCMX - 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 Leader Short Term High Yield Bond Fund (LCCMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LCTIX | LCCMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.65 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.27 | +0.89 |
| Martin ratioReturn relative to average drawdown | 11.90 | 7.84 | +4.05 |
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Drawdowns
LCTIX vs. LCCMX - Drawdown Comparison
The maximum LCTIX drawdown since its inception was -24.76%, roughly equal to the maximum LCCMX drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for LCTIX and LCCMX.
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Drawdown Indicators
| LCTIX | LCCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.76% | -24.57% | -0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -3.76% | +2.59% |
Max Drawdown (3Y)Largest decline over 3 years | -1.29% | -3.76% | +2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -3.70% | -19.20% | +15.50% |
Max Drawdown (10Y)Largest decline over 10 years | -23.61% | -24.57% | +0.96% |
Current DrawdownCurrent decline from peak | -1.00% | -0.84% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -2.78% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 1.08% | -0.77% |
Volatility
LCTIX vs. LCCMX - Volatility Comparison
Leader Capital High Quality Income Fund Institutional Shares (LCTIX) and Leader Short Term High Yield Bond Fund (LCCMX) have volatilities of 0.64% and 0.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTIX | LCCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.64% | 0.64% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.61% | 3.43% | -1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.10% | 4.61% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.24% | 5.78% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.28% | 6.34% | -0.06% |
LCTIX vs. LCCMX - Expense Ratio Comparison
LCTIX has a 1.08% expense ratio, which is lower than LCCMX's 2.55% expense ratio.
Dividends
LCTIX vs. LCCMX - Dividend Comparison
LCTIX's dividend yield for the trailing twelve months is around 5.21%, less than LCCMX's 7.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | 7.98% | 8.93% | 10.39% | 8.55% | 5.68% | 2.11% | 2.11% | 2.98% | 2.89% | 2.10% | 2.01% | 2.75% |
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 5.21% | 5.90% | 5.91% | 5.50% | 2.31% | 1.93% | 1.73% | 2.92% | 3.67% | 2.56% | 0.00% | 0.00% |
Frequently Asked Questions
LCTIX and LCCMX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LCCMX has higher volatility (0.64%) compared to LCTIX (0.64%). In terms of maximum drawdown, LCTIX dropped -24.76% vs LCCMX's -24.57%.
LCCMX currently has the higher Sharpe Ratio (1.86 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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