LCTIX vs. VGSBX
LCTIX (Leader Capital High Quality Income Fund Institutional Shares) and VGSBX (VY BrandywineGLOBAL - Bond Portfolio) are both Intermediate Core-Plus Bond funds. Over the past 10 years, LCTIX returned 5.28%/yr vs 2.70%/yr for VGSBX. At a 0.17 correlation, their price movements are largely independent. LCTIX charges 1.08%/yr vs 0.55%/yr for VGSBX.
Performance
LCTIX vs. VGSBX - Performance Comparison
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Returns By Period
In the year-to-date period, LCTIX achieves a 2.15% return, which is significantly higher than VGSBX's 1.02% return. Over the past 10 years, LCTIX has outperformed VGSBX with an annualized return of 5.28%, while VGSBX has yielded a comparatively lower 2.70% annualized return.
LCTIX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- 2.15%
- YTD
- 2.15%
- 1Y
- 5.05%
- 3Y*
- 6.12%
- 5Y*
- 5.31%
- 10Y*
- 5.28%
VGSBX
- 1D
- 0.06%
- 1M
- -0.15%
- 6M
- 0.80%
- YTD
- 1.02%
- 1Y
- 5.38%
- 3Y*
- 3.41%
- 5Y*
- 0.07%
- 10Y*
- 2.70%
LCTIX vs. VGSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 2.15% | 5.12% | 6.49% | 8.47% | 2.64% | 2.41% | 12.94% | 1.55% | 6.64% | 4.79% |
VGSBX VY BrandywineGLOBAL - Bond Portfolio | 1.02% | 6.12% | 0.68% | 5.65% | -11.86% | 1.15% | 17.48% | 10.01% | -1.55% | 2.93% |
Correlation
The correlation between LCTIX and VGSBX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.17 |
The correlation between LCTIX and VGSBX shifts across timeframes, from 0.12 (5 years) to 0.32 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LCTIX vs. VGSBX — Risk / Return Rank
LCTIX
VGSBX
LCTIX vs. VGSBX - 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 VY BrandywineGLOBAL - Bond Portfolio (VGSBX). 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 | VGSBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.83 | 1.32 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 4.33 | 3.37 | +0.96 |
| Martin ratioReturn relative to average drawdown | 18.14 | 12.15 | +5.99 |
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Drawdowns
LCTIX vs. VGSBX - Drawdown Comparison
The maximum LCTIX drawdown since its inception was -24.76%, which is greater than VGSBX's maximum drawdown of -18.20%. Use the drawdown chart below to compare losses from any high point for LCTIX and VGSBX.
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Drawdown Indicators
| LCTIX | VGSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.76% | -18.20% | -6.56% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -1.79% | +0.62% |
Max Drawdown (3Y)Largest decline over 3 years | -1.29% | -10.28% | +8.99% |
Max Drawdown (5Y)Largest decline over 5 years | -3.70% | -18.20% | +14.50% |
Max Drawdown (10Y)Largest decline over 10 years | -23.61% | -18.20% | -5.41% |
Current DrawdownCurrent decline from peak | -0.27% | -0.46% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -3.41% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 0.55% | -0.27% |
Volatility
LCTIX vs. VGSBX - Volatility Comparison
The current volatility for Leader Capital High Quality Income Fund Institutional Shares (LCTIX) is 0.54%, while VY BrandywineGLOBAL - Bond Portfolio (VGSBX) has a volatility of 0.66%. This indicates that LCTIX experiences smaller price fluctuations and is considered to be less risky than VGSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTIX | VGSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.54% | 0.66% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 2.72% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.01% | 4.42% | -2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.24% | 7.94% | -5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.29% | 6.24% | +0.05% |
LCTIX vs. VGSBX - Expense Ratio Comparison
LCTIX has a 1.08% expense ratio, which is higher than VGSBX's 0.55% expense ratio.
Dividends
LCTIX vs. VGSBX - Dividend Comparison
LCTIX's dividend yield for the trailing twelve months is around 5.67%, more than VGSBX's 4.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 5.67% | 5.90% | 5.91% | 5.50% | 2.31% | 1.93% | 1.73% | 2.92% | 3.67% | 2.56% | 0.00% |
VGSBX VY BrandywineGLOBAL - Bond Portfolio | 4.68% | 3.93% | 4.56% | 2.18% | 6.85% | 8.48% | 2.48% | 1.89% | 2.29% | 2.31% | 2.34% |
Frequently Asked Questions
LCTIX and VGSBX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGSBX has higher volatility (0.66%) compared to LCTIX (0.54%). In terms of maximum drawdown, LCTIX dropped -24.76% vs VGSBX's -18.20%.
LCTIX currently has the higher Sharpe Ratio (2.52 vs 1.36), 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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