SAVYX vs. LCTIX
SAVYX (Virtus Newfleet Core Plus Bond Fund) and LCTIX (Leader Capital High Quality Income Fund Institutional Shares) are both Intermediate Core-Plus Bond funds. Over the past 10 years, SAVYX returned 2.61%/yr vs 5.30%/yr for LCTIX. At a 0.23 correlation, their price movements are largely independent. SAVYX charges 0.55%/yr vs 1.08%/yr for LCTIX.
Performance
SAVYX vs. LCTIX - Performance Comparison
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Returns By Period
In the year-to-date period, SAVYX achieves a 0.82% return, which is significantly lower than LCTIX's 2.21% return. Over the past 10 years, SAVYX has underperformed LCTIX with an annualized return of 2.61%, while LCTIX has yielded a comparatively higher 5.30% annualized return.
SAVYX
- 1D
- 0.20%
- 1M
- 1.00%
- YTD
- 0.82%
- 6M
- 1.25%
- 1Y
- 5.44%
- 3Y*
- 4.75%
- 5Y*
- 0.86%
- 10Y*
- 2.61%
LCTIX
- 1D
- 0.09%
- 1M
- 1.00%
- YTD
- 2.21%
- 6M
- 2.62%
- 1Y
- 5.61%
- 3Y*
- 6.33%
- 5Y*
- 5.33%
- 10Y*
- 5.30%
SAVYX vs. LCTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 0.82% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 5.76% |
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 2.21% | 5.12% | 6.49% | 8.47% | 2.64% | 2.41% | 12.94% | 1.55% | 6.64% | 4.79% |
Correlation
The correlation between SAVYX and LCTIX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2010 | 0.23 |
Over the past year, SAVYX and LCTIX have become more correlated (0.57) than their long-term average of 0.23, meaning their price movements have been converging.
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Return for Risk
SAVYX vs. LCTIX — Risk / Return Rank
SAVYX
LCTIX
SAVYX vs. LCTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Core Plus Bond Fund (SAVYX) and Leader Capital High Quality Income Fund Institutional Shares (LCTIX). 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.
| SAVYX | LCTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -3.81 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 2.01 | -0.74 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 4.81 | -2.85 |
| Martin ratioReturn relative to average drawdown | 6.11 | 20.45 | -14.33 |
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Drawdowns
SAVYX vs. LCTIX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, smaller than the maximum LCTIX drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for SAVYX and LCTIX.
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Drawdown Indicators
| SAVYX | LCTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -24.76% | +8.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -1.17% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -5.79% | -1.29% | -4.50% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -3.70% | -12.76% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | -23.61% | +7.15% |
Current DrawdownCurrent decline from peak | -0.92% | 0.00% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -3.84% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.27% | +0.62% |
Volatility
SAVYX vs. LCTIX - Volatility Comparison
Virtus Newfleet Core Plus Bond Fund (SAVYX) has a higher volatility of 1.06% compared to Leader Capital High Quality Income Fund Institutional Shares (LCTIX) at 0.62%. This indicates that SAVYX's price experiences larger fluctuations and is considered to be riskier than LCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAVYX | LCTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | 0.62% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 1.48% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 2.01% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.07% | 2.25% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.31% | 6.30% | -1.99% |
SAVYX vs. LCTIX - Expense Ratio Comparison
SAVYX has a 0.55% expense ratio, which is lower than LCTIX's 1.08% expense ratio.
Dividends
SAVYX vs. LCTIX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.93%, less than LCTIX's 5.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 5.63% | 5.90% | 5.91% | 5.50% | 2.31% | 1.93% | 1.73% | 2.92% | 3.67% | 2.56% | 0.00% | 0.00% |
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.93% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
Frequently Asked Questions
SAVYX and LCTIX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SAVYX has higher volatility (1.06%) compared to LCTIX (0.62%). In terms of maximum drawdown, SAVYX dropped -16.46% vs LCTIX's -24.76%.
LCTIX currently has the higher Sharpe Ratio (2.81 vs 1.53), 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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