Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCTIX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INSTITUTIONAL SHARES) | 1.23% | 4.90% | 7.67% | 8.05% | 4.39% | NA | NA | 5.19% |
Data as of 06/30/2025, AR inception is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCTIX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INSTITUTIONAL SHARES) | 08/02/2010 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.90 | 7.67 | 8.05 | 4.39 | NA | NA | 5.19 | 1.23 | 6.62 | 9.62 | 2.83 | 2.42 | 13.01 | 1.58 | 6.63 | 5.07 | 4.63 | -7.98 | 3.64 | 8.54 | 15.18 | 0.50 | 0.61 |
| Sharpe Ratio | NA | 0.95 | 2.04 | 1.55 | 0.45 | NA | NA | 0.68 | -0.28 | 0.01 | 2.44 | 0.56 | 0.63 | 0.68 | 0.08 | 1.95 | 2.00 | 0.92 | -2.66 | 1.66 | 3.26 | 4.17 | 0.09 | 0.37 |
| Standard Deviation(%) | NA | 1.96 | 2.16 | 3.78 | 6.57 | NA | NA | 5.76 | 1.83 | 1.94 | 2.21 | 2.59 | 3.78 | 18.73 | 2.20 | 2.74 | 2.23 | 4.81 | 3.01 | 2.18 | 2.61 | 3.66 | 5.50 | 3.66 |
| Draw Down(%) | NA | 1.29 | 1.29 | 3.70 | 23.58 | NA | NA | 23.58 | 1.29 | 0.27 | 0.55 | 2.41 | 2.88 | 22.42 | 2.94 | 1.45 | 1.66 | 6.42 | 10.96 | 3.81 | 3.32 | 3.86 | 8.36 | 2.93 |
| Yield(%) | 0.00 | 5.15 | 5.99 | 4.80 | 3.73 | 4.19 | 3.14 | 4.49 | 1.94 | 6.47 | 6.80 | 2.50 | 1.95 | 1.97 | 2.90 | 3.78 | 2.88 | 4.07 | 4.54 | 5.50 | 3.48 | 6.40 | 3.91 | 1.90 |
Data as of 06/30/2025, AR inception is 08/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCTIX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INSTITUTIONAL SHARES) |
-1.39%
Mar 2017 - Mar 2020 |
-1.34%
Mar 2015 - Mar 2020 |
3.49%
Sep 2010 - Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCTIX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INSTITUTIONAL SHARES) |
12.06%
Mar 2020 - Mar 2023 |
10.47%
Mar 2020 - Mar 2025 |
5.09%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart