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LCCIX: LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 8.38 0(0.0%) May 17
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (72%) |
Start Date: | 11/14/2008 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 12.53% |
Expenses | 2.88% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 10.9 | 26.5 | 4.5 | 4.1 | 2.3 | 3.1 | 3.3 | 15.3 | -12.7 | 1.8 | 8.1 | 1.1 | 2.9 | 2.4 | -0.7 | -2.2 | 1.3 | 4.8 | 9.5 | -1.1 | 4.4 | 7.5 | 1.6 |
Sharpe Ratio | NA | 5.65 | 4.56 | 0.27 | 0.29 | 0.19 | NA | 0.5 | 1.88 | -1.62 | 0.41 | 0.53 | -0.11 | 0.89 | 1.21 | -0.36 | -1.41 | 0.98 | 3.37 | 6.37 | -0.45 | 2.5 | 1.49 | 2.99 |
Draw Down(%) | NA | 1.0 | 2.3 | 18.3 | 24.4 | 24.4 | NA | 24.4 | 7.9 | 16.3 | 3.3 | 23.7 | 3.4 | 0.8 | 0.7 | 2.8 | 4.7 | 2.4 | 1.9 | 2.0 | 6.3 | 1.0 | 7.3 | 1.5 |
Standard Deviation(%) | NA | 5.0 | 4.9 | 6.7 | 8.5 | 6.2 | NA | 5.2 | 5.9 | 8.7 | 4.3 | 14.8 | 2.4 | 1.8 | 1.4 | 2.5 | 1.6 | 1.3 | 1.4 | 1.5 | 2.6 | 1.7 | 5.0 | 4.5 |
Treynor Ratio | NA | 0.42 | 0.69 | 0.03 | 0.03 | 0.02 | NA | 0.04 | 0.8 | -0.13 | -0.91 | 0.04 | 0.02 | 0.04 | 0.06 | -0.02 | -0.06 | 0.04 | 0.14 | 0.39 | -0.03 | 0.14 | 0.17 | 0.33 |
Alpha | NA | 0.1 | 0.08 | 0.01 | 0.01 | 0.0 | NA | 0.01 | 0.04 | -0.03 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.03 | -0.01 | 0.01 | 0.01 | 0.04 |
Beta | NA | 0.67 | 0.32 | 0.61 | 0.87 | 0.76 | NA | 0.65 | 0.14 | 1.08 | -0.02 | 2.15 | -0.11 | 0.38 | 0.28 | 0.38 | 0.35 | 0.34 | 0.35 | 0.24 | 0.4 | 0.31 | 0.43 | 0.41 |
RSquared | NA | 0.14 | 0.04 | 0.08 | 0.09 | 0.08 | NA | 0.08 | 0.01 | 0.21 | 0.0 | 0.18 | 0.01 | 0.09 | 0.06 | 0.06 | 0.14 | 0.13 | 0.11 | 0.04 | 0.06 | 0.13 | 0.06 | 0.15 |
Yield(%) | N/A | 4.1 | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 4.8 | 2.4 | 2.7 | 3.2 | 3.3 | 2.6 | 2.4 | 2.9 | 3.2 | 2.2 | 4.0 | 2.9 | 4.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -59.5 | N/A | N/A | N/A | N/A | N/A | N/A | 79.5 | 100.0 | -8.3 | -17.2 | -3.3 | 30.4 | 4.5 | -21.4 | -12.5 | 45.5 | -40.5 | 32.1 | -37.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2008
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