NPCT vs. LCTRX
NPCT (Nuveen Core Plus Impact Fund) and LCTRX (Leader Capital High Quality Floating Rate Fund Investor Shares) are both Intermediate Core-Plus Bond funds. Over the past 5 years, NPCT returned -3.47%/yr vs 4.83%/yr for LCTRX. Their 0.17 correlation means their historical movements had little consistent relationship. NPCT charges 5.08%/yr vs 2.33%/yr for LCTRX.
Performance
NPCT vs. LCTRX - Performance Comparison
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Returns By Period
In the year-to-date period, NPCT achieves a 1.77% return, which is significantly higher than LCTRX's 1.32% return.
NPCT
- 1D
- -0.21%
- 1M
- -2.80%
- 6M
- -1.06%
- YTD
- 1.77%
- 1Y
- -0.52%
- 3Y*
- 11.29%
- 5Y*
- -3.47%
- 10Y*
- —
- ALL TIME*
- -3.28%
LCTRX
- 1D
- -0.09%
- 1M
- -0.91%
- 6M
- 0.81%
- YTD
- 1.32%
- 1Y
- 3.42%
- 3Y*
- 5.16%
- 5Y*
- 4.83%
- 10Y*
- 4.78%
- ALL TIME*
- 3.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.14M | $1.15M | $1.20M |
NPCT vs. LCTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 1.77% | 9.87% | 17.23% | 7.78% | -37.50% | -4.98% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 1.32% | 4.72% | 6.03% | 8.26% | 2.22% | 4.39% |
Correlation
The correlation between NPCT and LCTRX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2021 | 0.17 |
Over the past year, NPCT and LCTRX have become more correlated (0.37) than their long-term average of 0.17, meaning their price movements have been converging.
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Return for Risk
NPCT vs. LCTRX — Risk / Return Rank
NPCT
LCTRX
NPCT vs. LCTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Core Plus Impact Fund (NPCT) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NPCT | LCTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -3.44 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.55 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | 3.33 | -3.32 |
| Martin ratioReturn relative to average drawdown | 0.04 | 12.65 | -12.61 |
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Drawdowns
NPCT vs. LCTRX - Drawdown Comparison
The maximum NPCT drawdown since its inception was -46.77%, which is greater than LCTRX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for NPCT and LCTRX.
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Drawdown Indicators
| NPCT | LCTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.77% | -26.09% | -20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.79% | -1.17% | -5.62% |
Max Drawdown (3Y)Largest decline over 3 years | -10.78% | -1.33% | -9.45% |
Max Drawdown (5Y)Largest decline over 5 years | -46.23% | -3.82% | -42.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.93% | — |
Current DrawdownCurrent decline from peak | -17.38% | -0.91% | -16.47% |
Average DrawdownAverage peak-to-trough decline | -24.95% | -4.08% | -20.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 0.31% | +2.87% |
Volatility
NPCT vs. LCTRX - Volatility Comparison
Nuveen Core Plus Impact Fund (NPCT) has a higher volatility of 1.90% compared to Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) at 0.63%. This indicates that NPCT's price experiences larger fluctuations and is considered to be riskier than LCTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPCT | LCTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.90% | 0.63% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 1.58% | +5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.25% | 2.04% | +7.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.07% | 2.25% | +10.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.95% | 6.28% | +6.67% |
NPCT vs. LCTRX - Expense Ratio Comparison
NPCT has a 5.08% expense ratio, which is higher than LCTRX's 2.33% expense ratio.
Dividends
NPCT vs. LCTRX - Dividend Comparison
NPCT's dividend yield for the trailing twelve months is around 12.40%, more than LCTRX's 4.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 4.87% | 5.53% | 5.57% | 5.31% | 2.18% | 1.69% | 1.17% | 2.40% | 3.31% | 2.09% |
NPCT Nuveen Core Plus Impact Fund | 12.40% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NPCT and LCTRX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NPCT has higher volatility (1.90%) compared to LCTRX (0.63%). In terms of maximum drawdown, NPCT dropped -46.77% vs LCTRX's -26.09%.
LCTRX currently has the higher Sharpe Ratio (1.92 vs 0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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