TNUIX vs. LCTIX
TNUIX (1290 Diversified Bond Fund) and LCTIX (Leader Capital High Quality Income Fund Institutional Shares) are both Intermediate Core-Plus Bond funds. Over the past 10 years, TNUIX returned 2.93%/yr vs 5.30%/yr for LCTIX. At a 0.19 correlation, their price movements are largely independent. TNUIX charges 0.50%/yr vs 1.08%/yr for LCTIX.
Performance
TNUIX vs. LCTIX - Performance Comparison
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Returns By Period
In the year-to-date period, TNUIX achieves a 3.04% return, which is significantly higher than LCTIX's 2.21% return. Over the past 10 years, TNUIX has underperformed LCTIX with an annualized return of 2.93%, while LCTIX has yielded a comparatively higher 5.30% annualized return.
TNUIX
- 1D
- -0.12%
- 1M
- 2.31%
- YTD
- 3.04%
- 6M
- 3.16%
- 1Y
- 7.00%
- 3Y*
- 3.75%
- 5Y*
- -1.02%
- 10Y*
- 2.93%
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%
TNUIX vs. LCTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TNUIX 1290 Diversified Bond Fund | 3.04% | 10.61% | -3.72% | 3.21% | -12.54% | -2.46% | 17.14% | 10.28% | 2.30% | 3.47% |
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 TNUIX and LCTIX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.19 |
The correlation between TNUIX and LCTIX shifts across timeframes, from 0.11 (5 years) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
TNUIX vs. LCTIX — Risk / Return Rank
TNUIX
LCTIX
TNUIX vs. LCTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1290 Diversified Bond Fund (TNUIX) 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.
| TNUIX | LCTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -4.34 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 2.01 | -0.79 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 4.81 | -2.26 |
| Martin ratioReturn relative to average drawdown | 6.55 | 20.45 | -13.89 |
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Drawdowns
TNUIX vs. LCTIX - Drawdown Comparison
The maximum TNUIX drawdown since its inception was -26.30%, which is greater than LCTIX's maximum drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for TNUIX and LCTIX.
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Drawdown Indicators
| TNUIX | LCTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.30% | -24.76% | -1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -1.17% | -1.54% |
Max Drawdown (3Y)Largest decline over 3 years | -14.40% | -1.29% | -13.11% |
Max Drawdown (5Y)Largest decline over 5 years | -26.17% | -3.70% | -22.47% |
Max Drawdown (10Y)Largest decline over 10 years | -26.30% | -23.61% | -2.69% |
Current DrawdownCurrent decline from peak | -5.76% | 0.00% | -5.76% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -3.84% | -2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.27% | +0.78% |
Volatility
TNUIX vs. LCTIX - Volatility Comparison
1290 Diversified Bond Fund (TNUIX) has a higher volatility of 1.35% compared to Leader Capital High Quality Income Fund Institutional Shares (LCTIX) at 0.62%. This indicates that TNUIX'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
| TNUIX | LCTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 0.62% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 4.11% | 1.48% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.84% | 2.01% | +3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.49% | 2.25% | +7.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.73% | 6.30% | +1.43% |
TNUIX vs. LCTIX - Expense Ratio Comparison
TNUIX has a 0.50% expense ratio, which is lower than LCTIX's 1.08% expense ratio.
Dividends
TNUIX vs. LCTIX - Dividend Comparison
TNUIX's dividend yield for the trailing twelve months is around 3.27%, less than LCTIX's 5.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TNUIX 1290 Diversified Bond Fund | 3.27% | 7.28% | 6.39% | 3.71% | 3.51% | 4.61% | 2.68% | 8.07% | 3.67% | 2.94% | 0.12% |
Frequently Asked Questions
TNUIX and LCTIX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TNUIX has higher volatility (1.35%) compared to LCTIX (0.62%). In terms of maximum drawdown, TNUIX dropped -26.30% vs LCTIX's -24.76%.
LCTIX currently has the higher Sharpe Ratio (2.81 vs 1.18), 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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