LCTRX vs. LCCMX
Compare and contrast key facts about Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and Leader Short Term High Yield Bond Fund (LCCMX).
LCTRX is managed by LEADER. It was launched on Jul 30, 2010. LCCMX is managed by LEADER. It was launched on Jul 14, 2005.
Performance
LCTRX vs. LCCMX - Performance Comparison
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LCTRX vs. LCCMX - 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% |
LCCMX Leader Short Term High Yield Bond Fund | -2.35% | 9.73% | 18.51% | 13.73% | -13.30% | 1.30% | 7.52% | 0.65% | 2.35% | 1.89% |
Returns By Period
In the year-to-date period, LCTRX achieves a -0.02% return, which is significantly higher than LCCMX's -2.35% return. Over the past 10 years, LCTRX has outperformed LCCMX with an annualized return of 5.03%, while LCCMX has yielded a comparatively lower 3.75% 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%
LCCMX
- 1D
- 0.00%
- 1M
- -2.57%
- YTD
- -2.35%
- 6M
- 0.32%
- 1Y
- 5.56%
- 3Y*
- 12.42%
- 5Y*
- 4.85%
- 10Y*
- 3.75%
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LCTRX vs. LCCMX - Expense Ratio Comparison
LCTRX has a 2.33% expense ratio, which is lower than LCCMX's 2.55% expense ratio.
Return for Risk
LCTRX vs. LCCMX — Risk / Return Rank
LCTRX
LCCMX
LCTRX vs. LCCMX - 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 Leader Short Term High Yield Bond Fund (LCCMX). 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 | LCCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.46 | +0.54 |
Sortino ratioReturn per unit of downside risk | 3.94 | 2.64 | +1.30 |
Omega ratioGain probability vs. loss probability | 1.71 | 1.48 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 3.06 | 1.61 | +1.45 |
Martin ratioReturn relative to average drawdown | 10.28 | 5.71 | +4.57 |
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 | LCCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.46 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.02 | 0.84 | +1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.60 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.76 | -0.07 |
Correlation
The correlation between LCTRX and LCCMX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LCTRX vs. LCCMX - Dividend Comparison
LCTRX's dividend yield for the trailing twelve months is around 5.01%, less than LCCMX's 8.33% 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% |
LCCMX Leader Short Term High Yield Bond Fund | 8.33% | 8.93% | 10.39% | 8.55% | 5.68% | 2.11% | 2.11% | 2.98% | 2.89% | 2.10% | 2.01% | 2.75% |
Drawdowns
LCTRX vs. LCCMX - Drawdown Comparison
The maximum LCTRX drawdown since its inception was -26.09%, which is greater than LCCMX's maximum drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for LCTRX and LCCMX.
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Drawdown Indicators
| LCTRX | LCCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.09% | -24.57% | -1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -3.76% | +2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -3.82% | -19.20% | +15.38% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -24.57% | +0.64% |
Current DrawdownCurrent decline from peak | -1.17% | -3.76% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -2.81% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 1.06% | -0.71% |
Volatility
LCTRX vs. LCCMX - Volatility Comparison
The current volatility for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) is 0.55%, while Leader Short Term High Yield Bond Fund (LCCMX) has a volatility of 1.55%. This indicates that LCTRX experiences smaller price fluctuations and is considered to be less risky than LCCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCTRX | LCCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.55% | 1.55% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.32% | 3.50% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.90% | 4.25% | -2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.47% | 5.78% | -3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 6.30% | +0.02% |