LCTRX vs. CWGIX
Compare and contrast key facts about Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
LCTRX is managed by LEADER. It was launched on Jul 30, 2010. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
LCTRX vs. CWGIX - Performance Comparison
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LCTRX vs. CWGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | -0.02% | 4.72% | 6.03% | 8.26% | 2.22% | 1.99% | 12.07% | 1.15% | 6.01% | 4.28% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -1.32% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 24.55% |
Returns By Period
In the year-to-date period, LCTRX achieves a -0.02% return, which is significantly higher than CWGIX's -1.32% return. Over the past 10 years, LCTRX has underperformed CWGIX with an annualized return of 5.03%, while CWGIX has yielded a comparatively higher 10.60% annualized return.
LCTRX
- 1D
- 0.00%
- 1M
- -1.08%
- YTD
- -0.02%
- 6M
- 0.72%
- 1Y
- 3.30%
- 3Y*
- 5.65%
- 5Y*
- 4.94%
- 10Y*
- 5.03%
CWGIX
- 1D
- 3.00%
- 1M
- -6.57%
- YTD
- -1.32%
- 6M
- 2.37%
- 1Y
- 22.43%
- 3Y*
- 16.70%
- 5Y*
- 8.67%
- 10Y*
- 10.60%
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LCTRX vs. CWGIX - Expense Ratio Comparison
LCTRX has a 2.33% expense ratio, which is higher than CWGIX's 0.75% expense ratio.
Return for Risk
LCTRX vs. CWGIX — Risk / Return Rank
LCTRX
CWGIX
LCTRX vs. CWGIX - 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 American Funds Capital World Growth and Income Fund Class A (CWGIX). 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.
| LCTRX | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.46 | +0.34 |
Sortino ratioReturn per unit of downside risk | 3.45 | 2.09 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.62 | 1.29 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 3.22 | 2.07 | +1.15 |
Martin ratioReturn relative to average drawdown | 10.58 | 8.70 | +1.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCTRX | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.46 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.02 | 0.58 | +1.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.67 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.66 | +0.03 |
Correlation
The correlation between LCTRX and CWGIX is 0.27, 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.
Dividends
LCTRX vs. CWGIX - Dividend Comparison
LCTRX's dividend yield for the trailing twelve months is around 5.01%, less than CWGIX's 10.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 5.01% | 5.53% | 5.57% | 5.31% | 2.18% | 1.69% | 1.17% | 2.40% | 3.31% | 2.09% | 0.00% | 0.00% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 10.71% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
LCTRX vs. CWGIX - Drawdown Comparison
The maximum LCTRX drawdown since its inception was -26.09%, smaller than the maximum CWGIX drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for LCTRX and CWGIX.
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Drawdown Indicators
| LCTRX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -54.47% | +28.38% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -11.08% | +9.91% |
Max Drawdown (5Y)Largest decline over 5 years | -3.82% | -27.18% | +23.36% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -32.00% | +8.07% |
Current DrawdownCurrent decline from peak | -1.17% | -7.84% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -7.16% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 2.63% | -2.27% |
Volatility
LCTRX vs. CWGIX - Volatility Comparison
The current volatility for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) is 0.55%, while American Funds Capital World Growth and Income Fund Class A (CWGIX) has a volatility of 6.24%. This indicates that LCTRX experiences smaller price fluctuations and is considered to be less risky than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTRX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.55% | 6.24% | -5.69% |
Volatility (6M)Calculated over the trailing 6-month period | 1.32% | 10.48% | -9.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.90% | 16.00% | -14.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.47% | 15.04% | -12.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 15.97% | -9.65% |