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STBFX vs. LCCMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STBFX vs. LCCMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sextant Short Term Bond Fund (STBFX) and Leader Short Term High Yield Bond Fund (LCCMX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


STBFX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

LCCMX

1D
0.00%
1M
1.19%
YTD
3.89%
6M
6.59%
1Y
11.06%
3Y*
14.65%
5Y*
6.13%
10Y*
4.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

STBFX vs. LCCMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
STBFX
Sextant Short Term Bond Fund
0.28%4.92%3.87%3.79%-4.16%-1.09%3.42%4.03%1.09%0.50%
LCCMX
Leader Short Term High Yield Bond Fund
3.89%9.73%18.51%13.73%-13.30%1.30%7.52%0.65%2.35%1.89%

Correlation

The correlation between STBFX and LCCMX is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Jul 15, 2005

0.15

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Return for Risk

STBFX vs. LCCMX — Risk / Return Rank

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

STBFX

LCCMX
LCCMX Risk / Return Rank: 7575
Overall Rank
LCCMX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
LCCMX Sortino Ratio Rank: 9696
Sortino Ratio Rank
LCCMX Omega Ratio Rank: 9797
Omega Ratio Rank
LCCMX Calmar Ratio Rank: 5959
Calmar Ratio Rank
LCCMX Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STBFX vs. LCCMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sextant Short Term Bond Fund (STBFX) and Leader Short Term High Yield Bond Fund (LCCMX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

STBFX vs. LCCMX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


STBFXLCCMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

Drawdowns

STBFX vs. LCCMX - Drawdown Comparison


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Drawdown Indicators


STBFXLCCMXDifference

Max Drawdown

Largest peak-to-trough decline

-24.57%

Max Drawdown (1Y)

Largest decline over 1 year

-3.76%

Max Drawdown (3Y)

Largest decline over 3 years

-3.76%

Max Drawdown (5Y)

Largest decline over 5 years

-19.20%

Max Drawdown (10Y)

Largest decline over 10 years

-24.57%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-2.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.06%

Volatility

STBFX vs. LCCMX - Volatility Comparison


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Volatility by Period


STBFXLCCMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.68%

Volatility (6M)

Calculated over the trailing 6-month period

4.06%

Volatility (1Y)

Calculated over the trailing 1-year period

4.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.35%

STBFX vs. LCCMX - Expense Ratio Comparison

STBFX has a 0.60% expense ratio, which is lower than LCCMX's 2.55% expense ratio.


Dividends

STBFX vs. LCCMX - Dividend Comparison

STBFX's dividend yield for the trailing twelve months is around 2.61%, less than LCCMX's 8.53% yield.


PositionTTM20252024202320222021202020192018201720162015
LCCMX
Leader Short Term High Yield Bond Fund
8.53%8.93%10.39%8.55%5.68%2.11%2.11%2.98%2.89%2.10%2.01%2.75%
STBFX
Sextant Short Term Bond Fund
2.61%3.17%2.77%1.84%1.04%1.07%1.60%1.75%1.47%1.30%1.06%1.07%

Frequently Asked Questions


STBFX and LCCMX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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