WTIBX vs. LCTRX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. LCTRX is managed by LEADER. It was launched on Jul 30, 2010.
Performance
WTIBX vs. LCTRX - Performance Comparison
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WTIBX vs. LCTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.28% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.74% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | -0.02% | 4.72% | 6.03% | 8.26% | 2.22% | 1.99% | 12.07% | 1.15% | 6.01% | 4.28% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.28% return, which is significantly lower than LCTRX's -0.02% return. Over the past 10 years, WTIBX has underperformed LCTRX with an annualized return of 2.34%, while LCTRX has yielded a comparatively higher 5.03% annualized return.
WTIBX
- 1D
- 0.21%
- 1M
- -1.77%
- YTD
- -0.28%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.24%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
LCTRX
- 1D
- 0.00%
- 1M
- -1.08%
- YTD
- -0.02%
- 6M
- 0.72%
- 1Y
- 3.30%
- 3Y*
- 5.65%
- 5Y*
- 4.94%
- 10Y*
- 5.03%
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WTIBX vs. LCTRX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is lower than LCTRX's 2.33% expense ratio.
Return for Risk
WTIBX vs. LCTRX — Risk / Return Rank
WTIBX
LCTRX
WTIBX vs. LCTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) 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.
| WTIBX | LCTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.80 | -0.79 |
Sortino ratioReturn per unit of downside risk | 1.42 | 3.45 | -2.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.62 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 3.22 | -1.70 |
Martin ratioReturn relative to average drawdown | 4.81 | 10.58 | -5.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTIBX | LCTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.80 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 2.02 | -1.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.80 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.68 | +0.34 |
Correlation
The correlation between WTIBX and LCTRX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WTIBX vs. LCTRX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.82%, less than LCTRX's 5.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.82% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 5.01% | 5.53% | 5.57% | 5.31% | 2.18% | 1.69% | 1.17% | 2.40% | 3.31% | 2.09% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. LCTRX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum LCTRX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for WTIBX and LCTRX.
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Drawdown Indicators
| WTIBX | LCTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -26.09% | +8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -1.17% | -1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -3.82% | -13.90% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -23.93% | +6.21% |
Current DrawdownCurrent decline from peak | -2.27% | -1.17% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -4.16% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.36% | +0.58% |
Volatility
WTIBX vs. LCTRX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.61% compared to Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) at 0.55%. This indicates that WTIBX'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
| WTIBX | LCTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 0.55% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 1.32% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 1.90% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 2.47% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 6.32% | -1.67% |