LCTRX vs. GUGAX
Compare and contrast key facts about Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and GMO Multi-Sector Fixed Income Fund (GUGAX).
LCTRX is managed by LEADER. It was launched on Jul 30, 2010. GUGAX is managed by GMO. It was launched on Apr 30, 1997.
Performance
LCTRX vs. GUGAX - Performance Comparison
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LCTRX vs. GUGAX - 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% |
GUGAX GMO Multi-Sector Fixed Income Fund | 0.96% | 7.29% | 0.96% | 6.02% | -14.52% | -3.17% | 4.91% | 9.66% | 2.13% | 4.44% |
Returns By Period
In the year-to-date period, LCTRX achieves a -0.02% return, which is significantly lower than GUGAX's 0.96% return. Over the past 10 years, LCTRX has outperformed GUGAX with an annualized return of 5.03%, while GUGAX has yielded a comparatively lower 1.60% annualized return.
LCTRX
- 1D
- 0.00%
- 1M
- -1.17%
- YTD
- -0.02%
- 6M
- 0.81%
- 1Y
- 3.30%
- 3Y*
- 5.65%
- 5Y*
- 4.96%
- 10Y*
- 5.03%
GUGAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.96%
- 6M
- 1.90%
- 1Y
- 5.20%
- 3Y*
- 4.05%
- 5Y*
- 0.13%
- 10Y*
- 1.60%
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LCTRX vs. GUGAX - Expense Ratio Comparison
LCTRX has a 2.33% expense ratio, which is higher than GUGAX's 0.45% expense ratio.
Return for Risk
LCTRX vs. GUGAX — Risk / Return Rank
LCTRX
GUGAX
LCTRX vs. GUGAX - 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 GMO Multi-Sector Fixed Income Fund (GUGAX). 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 | GUGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.36 | +0.64 |
Sortino ratioReturn per unit of downside risk | 3.94 | 1.98 | +1.96 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.26 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 3.06 | 1.80 | +1.25 |
Martin ratioReturn relative to average drawdown | 10.28 | 6.66 | +3.62 |
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 | GUGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.36 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.02 | 0.02 | +2.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.30 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.08 | +0.60 |
Correlation
The correlation between LCTRX and GUGAX is 0.12, 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. GUGAX - Dividend Comparison
LCTRX's dividend yield for the trailing twelve months is around 5.01%, more than GUGAX's 4.52% 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% |
GUGAX GMO Multi-Sector Fixed Income Fund | 4.52% | 3.69% | 4.34% | 0.00% | 1.94% | 2.90% | 7.96% | 5.74% | 5.08% | 2.43% | 3.29% | 1.76% |
Drawdowns
LCTRX vs. GUGAX - Drawdown Comparison
The maximum LCTRX drawdown since its inception was -26.09%, smaller than the maximum GUGAX drawdown of -38.57%. Use the drawdown chart below to compare losses from any high point for LCTRX and GUGAX.
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Drawdown Indicators
| LCTRX | GUGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -38.57% | +12.48% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -3.08% | +1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -3.82% | -20.53% | +16.71% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -23.06% | -0.87% |
Current DrawdownCurrent decline from peak | -1.17% | -6.72% | +5.55% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -11.29% | +7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 0.84% | -0.49% |
Volatility
LCTRX vs. GUGAX - Volatility Comparison
Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) has a higher volatility of 0.55% compared to GMO Multi-Sector Fixed Income Fund (GUGAX) at 0.00%. This indicates that LCTRX's price experiences larger fluctuations and is considered to be riskier than GUGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTRX | GUGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.55% | 0.00% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 1.32% | 1.84% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.90% | 4.03% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.47% | 6.57% | -4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 5.44% | +0.88% |