SSIRX vs. LCTIX
SSIRX (Ocean Park Tactical Core Income Fund Institutional Class) and LCTIX (Leader Capital High Quality Income Fund Institutional Shares) are both Intermediate Core-Plus Bond funds. Both are actively managed. Over the past 10 years, SSIRX returned 2.57%/yr vs 5.21%/yr for LCTIX. Their 0.22 correlation means their historical movements had little consistent relationship. SSIRX charges 1.45%/yr vs 1.08%/yr for LCTIX.
Performance
SSIRX vs. LCTIX - Performance Comparison
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Returns By Period
In the year-to-date period, SSIRX achieves a 0.32% return, which is significantly lower than LCTIX's 1.88% return. Over the past 10 years, SSIRX has underperformed LCTIX with an annualized return of 2.57%, while LCTIX has yielded a comparatively higher 5.21% annualized return.
SSIRX
- 1D
- 0.16%
- 1M
- -0.64%
- 6M
- -0.49%
- YTD
- 0.32%
- 1Y
- 3.70%
- 3Y*
- 4.15%
- 5Y*
- 1.19%
- 10Y*
- 2.57%
- ALL TIME*
- 3.25%
LCTIX
- 1D
- 0.09%
- 1M
- -0.24%
- 6M
- 1.78%
- YTD
- 1.88%
- 1Y
- 4.76%
- 3Y*
- 5.86%
- 5Y*
- 5.29%
- 10Y*
- 5.21%
- ALL TIME*
- 4.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SSIRX vs. LCTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSIRX Ocean Park Tactical Core Income Fund Institutional Class | 0.32% | 3.82% | 4.15% | 4.24% | -4.89% | 0.58% | 5.19% | 8.37% | -1.08% | 5.79% |
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 1.88% | 5.12% | 6.49% | 8.47% | 2.64% | 2.41% | 12.94% | 1.55% | 6.64% | 4.79% |
Correlation
The correlation between SSIRX and LCTIX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Dec 21, 2011 | 0.22 |
Over the past year, SSIRX and LCTIX have become more correlated (0.48) than their long-term average of 0.22, meaning their price movements have been converging.
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Return for Risk
SSIRX vs. LCTIX — Risk / Return Rank
SSIRX
LCTIX
SSIRX vs. LCTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ocean Park Tactical Core Income Fund Institutional Class (SSIRX) 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.
| SSIRX | LCTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -2.96 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.74 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 4.08 | -2.80 |
| Martin ratioReturn relative to average drawdown | 3.75 | 16.31 | -12.56 |
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Drawdowns
SSIRX vs. LCTIX - Drawdown Comparison
The maximum SSIRX drawdown since its inception was -8.53%, smaller than the maximum LCTIX drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for SSIRX and LCTIX.
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Drawdown Indicators
| SSIRX | LCTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.53% | -24.76% | +16.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -1.17% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -3.54% | -1.29% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -8.53% | -3.70% | -4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -8.53% | -23.61% | +15.08% |
Current DrawdownCurrent decline from peak | -1.49% | -0.54% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -1.64% | -3.82% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.29% | +0.67% |
Volatility
SSIRX vs. LCTIX - Volatility Comparison
Ocean Park Tactical Core Income Fund Institutional Class (SSIRX) has a higher volatility of 0.66% compared to Leader Capital High Quality Income Fund Institutional Shares (LCTIX) at 0.55%. This indicates that SSIRX'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
| SSIRX | LCTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 0.55% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.37% | 1.52% | +0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.80% | 2.04% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 2.23% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.60% | 6.29% | -3.69% |
SSIRX vs. LCTIX - Expense Ratio Comparison
SSIRX has a 1.45% expense ratio, which is higher than LCTIX's 1.08% expense ratio.
Dividends
SSIRX vs. LCTIX - Dividend Comparison
SSIRX's dividend yield for the trailing twelve months is around 4.53%, less than LCTIX's 5.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCTIX Leader Capital High Quality Income Fund Institutional Shares | 5.69% | 5.90% | 5.91% | 5.50% | 2.31% | 1.93% | 1.73% | 2.92% | 3.67% | 2.56% | 0.00% | 0.00% |
SSIRX Ocean Park Tactical Core Income Fund Institutional Class | 4.53% | 4.91% | 4.74% | 4.18% | 1.81% | 2.93% | 2.75% | 3.18% | 3.05% | 3.53% | 3.03% | 3.81% |
Frequently Asked Questions
SSIRX and LCTIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSIRX has higher volatility (0.66%) compared to LCTIX (0.55%). In terms of maximum drawdown, SSIRX dropped -8.53% vs LCTIX's -24.76%.
LCTIX currently has the higher Sharpe Ratio (2.35 vs 1.29), 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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