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LCTIX: LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 11.08 0(0.0%) July 03
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 08/02/2010 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 5.67% |
| Expenses | 2.02% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.2 | 4.9 | 7.7 | 8.0 | 4.4 | 4.9 | 6.6 | 9.6 | 2.8 | 2.4 | 13.0 | 1.6 | 6.6 | 5.1 | 4.6 | -8.0 | 3.6 | 8.5 | 15.2 | 0.5 | 0.6 |
| Sharpe Ratio | NA | -0.33 | 0.87 | 2.0 | 1.58 | 0.45 | 0.68 | 0.01 | 2.44 | 0.56 | 0.63 | 0.68 | 0.08 | 1.95 | 2.0 | 0.92 | -2.66 | 1.66 | 3.26 | 4.17 | 0.09 | 0.37 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.3 | 3.7 | 23.6 | 23.6 | 0.3 | 0.5 | 2.4 | 2.9 | 22.4 | 2.9 | 1.4 | 1.7 | 6.4 | 11.0 | 3.8 | 3.3 | 3.9 | 8.4 | 2.9 |
| Standard Deviation(%) | NA | 1.8 | 1.9 | 2.2 | 3.8 | 6.6 | 5.8 | 1.9 | 2.2 | 2.6 | 3.8 | 18.7 | 2.2 | 2.7 | 2.2 | 4.8 | 3.0 | 2.2 | 2.6 | 3.7 | 5.5 | 3.7 |
| Treynor Ratio | NA | -0.1 | 0.16 | 0.7 | 0.72 | 0.13 | 0.2 | 0.0 | 1.05 | 0.26 | 0.18 | 0.11 | 0.05 | 0.14 | 0.21 | 0.21 | -0.4 | 0.17 | 0.33 | 5.33 | -0.05 | 0.12 |
| Alpha | NA | 0.0 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | -0.03 | 0.01 | 0.03 | 0.06 | 0.01 | 0.0 |
| Beta | NA | 0.06 | 0.11 | 0.06 | 0.08 | 0.23 | 0.2 | 0.12 | 0.05 | 0.06 | 0.14 | 1.18 | 0.04 | 0.38 | 0.21 | 0.21 | 0.2 | 0.21 | 0.26 | 0.03 | -0.09 | 0.11 |
| RSquared | NA | 0.04 | 0.09 | 0.04 | 0.02 | 0.03 | 0.03 | 0.11 | 0.03 | 0.03 | 0.02 | 0.13 | 0.0 | 0.14 | 0.07 | 0.03 | 0.08 | 0.08 | 0.14 | 0.0 | 0.01 | 0.03 |
| Yield(%) | N/A | 1.9 | 5.2 | 6.0 | 4.7 | 3.7 | N/A | 6.5 | 6.8 | 2.5 | 1.9 | 2.0 | 2.9 | 3.8 | 2.9 | 4.1 | 4.5 | 5.5 | 3.5 | 6.4 | 3.9 | 1.9 |
| Dividend Growth(%) | N/A | -70.0 | -23.9 | 196.1 | 29.0 | N/A | N/A | -2.3 | 173.0 | 29.2 | 8.9 | -32.9 | -21.0 | 33.3 | -28.4 | -21.7 | -18.9 | 64.9 | -41.2 | 58.8 | 104.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2010
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