LCTIX vs. TNUIX

Last updated Apr 16, 2026

LCTIX (Leader Capital High Quality Income Fund Institutional Shares) and TNUIX (1290 Diversified Bond Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, LCTIX returned 5.36%/yr vs 2.85%/yr for TNUIX. At 0.19, their price movements are largely independent. LCTIX charges 1.08%/yr vs 0.50%/yr for TNUIX.

Performance

LCTIX vs. TNUIX - 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 1290 Diversified Bond Fund (TNUIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LCTIX achieves a 0.68% return, which is significantly lower than TNUIX's 1.79% return. Over the past 10 years, LCTIX has outperformed TNUIX with an annualized return of 5.36%, while TNUIX has yielded a comparatively lower 2.85% 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%

TNUIX

• 1D: 0.59%
• 1M: 2.16%
• YTD: 1.79%
• 6M: 1.79%
• 1Y: 8.91%
• 3Y*: 2.52%
• 5Y*: -1.06%
• 10Y*: 2.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LCTIX vs. TNUIX - 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%	4.79%
TNUIX 1290 Diversified Bond Fund	1.79%	10.61%	-3.72%	3.21%	-12.54%	-2.46%	17.14%	10.28%	2.30%	3.47%

Correlation

The correlation between LCTIX and TNUIX 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	0.11
Correlation (All Time) Calculated using the full available price history since Jul 10, 2015	0.19

Return for Risk

LCTIX vs. TNUIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCTIX

LCTIX Risk / Return Rank: 85
LCTIX Sharpe Ratio Rank: 72
LCTIX Sortino Ratio Rank: 96
LCTIX Omega Ratio Rank: 97
LCTIX Calmar Ratio Rank: 83
LCTIX Martin Ratio Rank: 78

TNUIX

TNUIX Risk / Return Rank: 34
TNUIX Sharpe Ratio Rank: 20
TNUIX Sortino Ratio Rank: 24
TNUIX Omega Ratio Rank: 22
TNUIX Calmar Ratio Rank: 64
TNUIX Martin Ratio Rank: 37

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. TNUIX - 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 1290 Diversified Bond Fund (TNUIX). 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	TNUIX	Difference
Sharpe ratio Return per unit of total volatility	2.77	1.61	+1.16
Sortino ratio Return per unit of downside risk	6.32	2.49	+3.83
Omega ratio Gain probability vs. loss probability	2.19	1.31	+0.88
Calmar ratio Return relative to maximum drawdown	4.49	3.69	+0.80
Martin ratio Return relative to average drawdown	17.38	10.22	+7.16
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. TNUIX - Sharpe Ratio Comparison

The current LCTIX Sharpe Ratio is 2.77, which is higher than the TNUIX Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of LCTIX and TNUIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LCTIX	TNUIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.77	1.61	+1.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	2.24	-0.11	+2.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.85	0.37	+0.48
Sharpe Ratio (All Time) Calculated using the full available price history	0.76	0.33	+0.44

Drawdowns

LCTIX vs. TNUIX - Drawdown Comparison

The maximum LCTIX drawdown since its inception was -24.76%, smaller than the maximum TNUIX drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for LCTIX and TNUIX.

Drawdown Indicators

	LCTIX	TNUIX	Difference
Max Drawdown Largest peak-to-trough decline	-24.76%	-26.30%	+1.54%
Max Drawdown (1Y) Largest decline over 1 year	-1.17%	-2.71%	+1.54%
Max Drawdown (5Y) Largest decline over 5 years	-3.70%	-26.30%	+22.60%
Max Drawdown (10Y) Largest decline over 10 years	-23.61%	-26.30%	+2.69%
Current Drawdown Current decline from peak	-0.54%	-6.90%	+6.36%
Average Drawdown Average peak-to-trough decline	-3.88%	-6.27%	+2.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.30%	0.98%	-0.68%

Volatility

LCTIX vs. TNUIX - Volatility Comparison

The current volatility for Leader Capital High Quality Income Fund Institutional Shares (LCTIX) is 0.53%, while 1290 Diversified Bond Fund (TNUIX) has a volatility of 2.22%. This indicates that LCTIX experiences smaller price fluctuations and is considered to be less risky than TNUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LCTIX	TNUIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.53%	2.22%	-1.69%
Volatility (6M) Calculated over the trailing 6-month period	1.37%	3.74%	-2.37%
Volatility (1Y) Calculated over the trailing 1-year period	1.88%	5.87%	-3.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.47%	9.46%	-6.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.31%	7.70%	-1.39%

LCTIX vs. TNUIX - Expense Ratio Comparison

LCTIX has a 1.08% expense ratio, which is higher than TNUIX's 0.50% expense ratio.

Dividends

LCTIX vs. TNUIX - Dividend Comparison

LCTIX's dividend yield for the trailing twelve months is around 5.31%, less than TNUIX's 5.47% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
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%
TNUIX 1290 Diversified Bond Fund	5.47%	7.28%	6.39%	3.71%	3.51%	4.61%	2.68%	8.07%	3.67%	2.94%	0.12%