LCTRX vs. AAIIX
Compare and contrast key facts about Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and Ancora Income Fund (AAIIX).
LCTRX is managed by LEADER. It was launched on Jul 30, 2010. AAIIX is managed by Ancora. It was launched on Jan 5, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCTRX or AAIIX.
Key characteristics
| LCTRX | AAIIX | |
|---|---|---|
| YTD Return | 5.64% | 11.20% |
| 1Y Return | 8.09% | 17.63% |
| 3Y Return (Ann) | 5.35% | 2.20% |
| 5Y Return (Ann) | 6.40% | 3.47% |
| 10Y Return (Ann) | 3.58% | 3.77% |
| Sharpe Ratio | 4.03 | 3.71 |
| Sortino Ratio | 13.24 | 5.58 |
| Omega Ratio | 3.48 | 1.79 |
| Calmar Ratio | 22.56 | 1.75 |
| Martin Ratio | 88.93 | 24.71 |
| Ulcer Index | 0.09% | 0.72% |
| Daily Std Dev | 2.01% | 4.80% |
| Max Drawdown | -23.70% | -35.51% |
| Current Drawdown | 0.00% | -0.94% |
Correlation
The correlation between LCTRX and AAIIX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LCTRX vs. AAIIX - Performance Comparison
In the year-to-date period, LCTRX achieves a 5.64% return, which is significantly lower than AAIIX's 11.20% return. Over the past 10 years, LCTRX has underperformed AAIIX with an annualized return of 3.58%, while AAIIX has yielded a comparatively higher 3.77% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCTRX vs. AAIIX - Expense Ratio Comparison
LCTRX has a 2.33% expense ratio, which is higher than AAIIX's 2.20% expense ratio.
Risk-Adjusted Performance
LCTRX vs. AAIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and Ancora Income Fund (AAIIX). 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.
Dividends
LCTRX vs. AAIIX - Dividend Comparison
LCTRX's dividend yield for the trailing twelve months is around 6.21%, more than AAIIX's 4.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 6.21% | 6.37% | 2.37% | 1.70% | 1.44% | 2.44% | 3.31% | 2.32% | 3.79% | 4.63% | 3.62% | 2.48% |
AAIIX Ancora Income Fund | 4.88% | 5.20% | 5.42% | 4.46% | 4.24% | 4.44% | 4.93% | 4.55% | 6.47% | 6.72% | 7.23% | 7.76% |
Drawdowns
LCTRX vs. AAIIX - Drawdown Comparison
The maximum LCTRX drawdown since its inception was -23.70%, smaller than the maximum AAIIX drawdown of -35.51%. Use the drawdown chart below to compare losses from any high point for LCTRX and AAIIX. For additional features, visit the drawdowns tool.
Volatility
LCTRX vs. AAIIX - Volatility Comparison
The current volatility for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) is 0.60%, while Ancora Income Fund (AAIIX) has a volatility of 1.49%. This indicates that LCTRX experiences smaller price fluctuations and is considered to be less risky than AAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.