LCTRX vs. ARINX
LCTRX (Leader Capital High Quality Floating Rate Fund Investor Shares) and ARINX (Archer Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, LCTRX returned 4.90%/yr vs 2.19%/yr for ARINX. At a 0.23 correlation, their price movements are largely independent. LCTRX charges 2.33%/yr vs 0.98%/yr for ARINX.
Performance
LCTRX vs. ARINX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LCTRX achieves a 1.96% return, which is significantly higher than ARINX's 0.86% return. Over the past 10 years, LCTRX has outperformed ARINX with an annualized return of 4.90%, while ARINX has yielded a comparatively lower 2.19% annualized return.
LCTRX
- 1D
- 0.18%
- 1M
- 0.69%
- YTD
- 1.96%
- 6M
- 2.33%
- 1Y
- 5.12%
- 3Y*
- 5.90%
- 5Y*
- 4.81%
- 10Y*
- 4.90%
ARINX
- 1D
- 0.22%
- 1M
- 0.35%
- YTD
- 0.86%
- 6M
- 0.91%
- 1Y
- 3.51%
- 3Y*
- 4.75%
- 5Y*
- 1.38%
- 10Y*
- 2.19%
LCTRX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 1.96% | 4.72% | 6.03% | 8.26% | 2.22% | 1.99% | 12.07% | 1.15% | 6.01% | 4.28% |
ARINX Archer Income Fund | 0.86% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
Correlation
The correlation between LCTRX and ARINX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2011 | 0.23 |
The correlation between LCTRX and ARINX shifts across timeframes, from 0.19 (5 years) to 0.41 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LCTRX vs. ARINX — Risk / Return Rank
LCTRX
ARINX
LCTRX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and Archer Income Fund (ARINX). 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.
| LCTRX | ARINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.88 | 1.40 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 4.38 | 2.28 | +2.10 |
| Martin ratioReturn relative to average drawdown | 18.23 | 7.52 | +10.71 |
Loading charts...
Drawdowns
LCTRX vs. ARINX - Drawdown Comparison
The maximum LCTRX drawdown since its inception was -26.09%, which is greater than ARINX's maximum drawdown of -9.38%. Use the drawdown chart below to compare losses from any high point for LCTRX and ARINX.
Loading charts...
Drawdown Indicators
| LCTRX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -9.38% | -16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -1.57% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -1.33% | -1.57% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -3.82% | -9.38% | +5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -9.38% | -14.55% |
Current DrawdownCurrent decline from peak | -0.09% | -0.35% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -1.72% | -2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 0.48% | -0.20% |
Volatility
LCTRX vs. ARINX - Volatility Comparison
Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) has a higher volatility of 0.68% compared to Archer Income Fund (ARINX) at 0.62%. This indicates that LCTRX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LCTRX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 0.62% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.49% | 1.50% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.97% | 1.81% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.26% | 2.08% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.30% | 1.97% | +4.33% |
LCTRX vs. ARINX - Expense Ratio Comparison
LCTRX has a 2.33% expense ratio, which is higher than ARINX's 0.98% expense ratio.
Dividends
LCTRX vs. ARINX - Dividend Comparison
LCTRX's dividend yield for the trailing twelve months is around 5.27%, more than ARINX's 3.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARINX Archer Income Fund | 3.57% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 5.27% | 5.53% | 5.57% | 5.31% | 2.18% | 1.69% | 1.17% | 2.40% | 3.31% | 2.09% | 0.00% | 0.00% |
Frequently Asked Questions
LCTRX and ARINX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LCTRX has higher volatility (0.68%) compared to ARINX (0.62%). In terms of maximum drawdown, LCTRX dropped -26.09% vs ARINX's -9.38%.
LCTRX currently has the higher Sharpe Ratio (2.62 vs 1.99), 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.
Find the right allocation for LCTRX and ARINX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer