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LCTRX vs. RCTIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.1

Performance

LCTRX vs. RCTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) and River Canyon Total Return Bond Fund (RCTIX). The values are adjusted to include any dividend payments, if applicable.

0.00%1.00%2.00%3.00%4.00%AugustSeptemberOctoberNovemberDecember2025
3.23%
3.85%
LCTRX
RCTIX

Key characteristics

Sharpe Ratio

LCTRX:

3.44

RCTIX:

3.51

Sortino Ratio

LCTRX:

11.03

RCTIX:

5.46

Omega Ratio

LCTRX:

3.22

RCTIX:

1.76

Calmar Ratio

LCTRX:

17.75

RCTIX:

7.82

Martin Ratio

LCTRX:

69.39

RCTIX:

20.18

Ulcer Index

LCTRX:

0.09%

RCTIX:

0.43%

Daily Std Dev

LCTRX:

1.85%

RCTIX:

2.47%

Max Drawdown

LCTRX:

-23.70%

RCTIX:

-10.89%

Current Drawdown

LCTRX:

0.00%

RCTIX:

0.00%

Returns By Period

Over the past 10 years, LCTRX has underperformed RCTIX with an annualized return of 4.06%, while RCTIX has yielded a comparatively higher 4.91% annualized return.


LCTRX

YTD

0.00%

1M

0.48%

6M

3.23%

1Y

6.26%

5Y*

6.51%

10Y*

4.06%

RCTIX

YTD

0.90%

1M

0.92%

6M

3.85%

1Y

8.58%

5Y*

4.32%

10Y*

4.91%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


LCTRX vs. RCTIX - Expense Ratio Comparison

LCTRX has a 2.33% expense ratio, which is higher than RCTIX's 0.89% expense ratio.


LCTRX
Leader Capital High Quality Floating Rate Fund Investor Shares
Expense ratio chart for LCTRX: current value at 2.33% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%2.33%
Expense ratio chart for RCTIX: current value at 0.89% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.89%

Risk-Adjusted Performance

LCTRX vs. RCTIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LCTRX
The Risk-Adjusted Performance Rank of LCTRX is 9898
Overall Rank
The Sharpe Ratio Rank of LCTRX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of LCTRX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of LCTRX is 9898
Omega Ratio Rank
The Calmar Ratio Rank of LCTRX is 9999
Calmar Ratio Rank
The Martin Ratio Rank of LCTRX is 9999
Martin Ratio Rank

RCTIX
The Risk-Adjusted Performance Rank of RCTIX is 9696
Overall Rank
The Sharpe Ratio Rank of RCTIX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of RCTIX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of RCTIX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of RCTIX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of RCTIX is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for LCTRX, currently valued at 3.44, compared to the broader market-1.000.001.002.003.004.003.443.51
The chart of Sortino ratio for LCTRX, currently valued at 11.03, compared to the broader market0.005.0010.0011.035.46
The chart of Omega ratio for LCTRX, currently valued at 3.22, compared to the broader market1.002.003.004.003.221.76
The chart of Calmar ratio for LCTRX, currently valued at 17.75, compared to the broader market0.005.0010.0015.0020.0017.757.82
The chart of Martin ratio for LCTRX, currently valued at 69.39, compared to the broader market0.0020.0040.0060.0080.0069.3920.18
LCTRX
RCTIX

The current LCTRX Sharpe Ratio is 3.44, which is comparable to the RCTIX Sharpe Ratio of 3.51. The chart below compares the historical Sharpe Ratios of LCTRX and RCTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio3.003.504.004.50AugustSeptemberOctoberNovemberDecember2025
3.44
3.51
LCTRX
RCTIX

Dividends

LCTRX vs. RCTIX - Dividend Comparison

LCTRX's dividend yield for the trailing twelve months is around 6.06%, less than RCTIX's 7.83% yield.


TTM20242023202220212020201920182017201620152014
LCTRX
Leader Capital High Quality Floating Rate Fund Investor Shares
6.06%6.06%6.37%2.37%1.70%1.44%2.44%4.63%2.32%3.79%4.63%3.62%
RCTIX
River Canyon Total Return Bond Fund
7.83%7.90%8.51%6.00%3.02%3.79%2.70%3.30%4.89%2.32%5.74%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.


-1.20%-1.00%-0.80%-0.60%-0.40%-0.20%0.00%AugustSeptemberOctoberNovemberDecember202500
LCTRX
RCTIX

Volatility

LCTRX vs. RCTIX - Volatility Comparison

The current volatility for Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) is 0.49%, while River Canyon Total Return Bond Fund (RCTIX) has a volatility of 0.82%. 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.


0.30%0.40%0.50%0.60%0.70%0.80%0.90%AugustSeptemberOctoberNovemberDecember2025
0.49%
0.82%
LCTRX
RCTIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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