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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LCCIX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 2.77% 6.45% 10.53% 7.85% 3.19% 3.27% NA 3.78%
Data as of 07/25/2025, AR inception is 11/14/2008
More Performance Analytics Comparison
Name Start Date End Date
LCCIX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 11/14/2008 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.25 6.45 10.53 7.85 3.19 3.27 NA 3.78 2.77 16.94 15.27 -12.27 1.79 8.07 1.14 2.86 2.37 -0.71 -2.18 1.29 4.82 9.47 -1.13 4.36 7.55 1.58
Sharpe Ratio NA 0.74 1.20 0.97 0.28 NA NA 0.53 0.59 2.05 1.88 -1.58 0.41 0.53 -0.11 0.89 1.21 -0.36 -1.41 0.98 3.37 6.37 -0.45 2.50 1.49 2.99
Standard Deviation(%) NA 4.45 5.94 6.01 6.32 NA NA 5.16 3.30 5.04 5.91 8.65 4.32 14.79 2.42 1.75 1.45 2.55 1.57 1.30 1.42 1.49 2.56 1.71 5.00 4.54
Draw Down(%) NA 3.26 11.77 18.31 24.36 NA NA 24.36 3.26 2.85 7.89 16.30 3.26 23.73 3.45 0.83 0.66 2.80 4.67 2.35 1.89 1.96 6.30 1.01 7.28 1.47
Yield(%) 0.00 8.64 9.23 7.04 4.21 3.94 3.35 4.18 3.31 11.69 10.30 5.31 2.47 2.63 3.38 3.38 2.58 2.40 2.91 3.61 2.31 3.95 2.96 4.59 0.00 0.00
Data as of 07/25/2025, AR inception is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCCIX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INSTITUTIONAL SHARES) -4.99%
Mar 2017 - Mar 2020
-3.60%
Mar 2015 - Mar 2020
-0.05%
Mar 2010 - Mar 2020
2.67%
Dec 2008 - Dec 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCCIX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 10.49%
Jun 2022 - Jun 2025
10.18%
Mar 2020 - Mar 2025
3.30%
Mar 2009 - Mar 2019
3.56%
Mar 2009 - Mar 2024
Annualized Rolling Returns Comparison Chart