LCTRX vs. RCTIX
Compare and contrast key facts about Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and River Canyon Total Return Bond Fund (RCTIX).
LCTRX is managed by LEADER. It was launched on Jul 30, 2010. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCTRX or RCTIX.
Correlation
The correlation between LCTRX and RCTIX is 0.06, 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. RCTIX - Performance Comparison
Key characteristics
LCTRX:
3.40
RCTIX:
2.63
LCTRX:
10.83
RCTIX:
3.80
LCTRX:
3.14
RCTIX:
1.55
LCTRX:
17.62
RCTIX:
4.82
LCTRX:
70.01
RCTIX:
14.48
LCTRX:
0.09%
RCTIX:
0.47%
LCTRX:
1.86%
RCTIX:
2.57%
LCTRX:
-23.70%
RCTIX:
-10.89%
LCTRX:
-0.09%
RCTIX:
-1.21%
Returns By Period
In the year-to-date period, LCTRX achieves a 5.54% return, which is significantly lower than RCTIX's 6.47% return.
LCTRX
5.54%
-0.09%
2.40%
6.41%
6.27%
3.87%
RCTIX
6.47%
-0.49%
2.66%
6.66%
4.13%
N/A
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LCTRX vs. RCTIX - Expense Ratio Comparison
LCTRX has a 2.33% expense ratio, which is higher than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
LCTRX vs. RCTIX - 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 River Canyon Total Return Bond Fund (RCTIX). 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. RCTIX - Dividend Comparison
LCTRX's dividend yield for the trailing twelve months is around 5.66%, less than RCTIX's 7.04% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Leader Capital High Quality Floating Rate Fund Investor Shares | 5.66% | 6.37% | 2.37% | 1.70% | 1.44% | 2.44% | 3.31% | 2.32% | 3.79% | 4.63% | 3.62% | 2.48% |
River Canyon Total Return Bond Fund | 7.04% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% | 0.00% | 0.00% |
Drawdowns
LCTRX vs. RCTIX - Drawdown Comparison
The maximum LCTRX drawdown since its inception was -23.70%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for LCTRX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
LCTRX vs. RCTIX - Volatility Comparison
The current volatility for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) is 0.20%, while River Canyon Total Return Bond Fund (RCTIX) has a volatility of 1.11%. This indicates that LCTRX experiences smaller price fluctuations and is considered to be less risky than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.