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LCTIX: LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 11.16 0(0.0%) March 28
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (30%) |
Start Date: | 08/02/2010 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 6.53% |
Expenses | 2.02% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.6 | 9.8 | 6.1 | 6.0 | 3.9 | 4.8 | 9.6 | 2.9 | 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 | 1.81 | 2.79 | 1.28 | 0.52 | 0.44 | 0.68 | 2.46 | 0.63 | 0.63 | 0.68 | 0.08 | 1.94 | 2.0 | 0.92 | -2.66 | 1.66 | 3.26 | 4.17 | 0.09 | 0.37 |
Draw Down(%) | NA | 0.2 | 0.5 | 3.7 | 23.6 | 23.6 | 23.6 | 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 | 1.9 | 2.1 | 2.8 | 8.7 | 6.5 | 6.0 | 2.2 | 2.5 | 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 | 0.36 | 0.78 | 0.64 | 0.18 | 0.12 | 0.2 | 1.08 | 0.35 | 0.17 | 0.09 | 0.05 | 0.14 | 0.21 | 0.21 | -0.4 | 0.17 | 0.33 | 5.33 | -0.05 | 0.12 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | -0.03 | 0.01 | 0.03 | 0.06 | 0.01 | 0.0 |
Beta | NA | 0.1 | 0.08 | 0.06 | 0.25 | 0.25 | 0.21 | 0.05 | 0.04 | 0.14 | 1.42 | 0.04 | 0.38 | 0.21 | 0.21 | 0.2 | 0.21 | 0.26 | 0.03 | -0.09 | 0.11 |
RSquared | NA | 0.08 | 0.07 | 0.02 | 0.03 | 0.04 | 0.03 | 0.03 | 0.02 | 0.02 | 0.16 | 0.0 | 0.14 | 0.07 | 0.03 | 0.08 | 0.08 | 0.14 | 0.0 | 0.01 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2010
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