Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCTRX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES) | 1.09% | 4.45% | 7.29% | 7.56% | 3.95% | NA | NA | 4.73% |
Data as of 07/02/2025, AR inception is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCTRX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES) | 08/02/2010 | 07/02/2025 |
| 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 | 4.45 | 7.29 | 7.56 | 3.95 | NA | NA | 4.73 | 1.09 | 6.04 | 9.43 | 2.41 | 2.00 | 12.40 | 1.18 | 6.00 | 4.51 | 4.15 | -8.29 | 3.14 | 8.07 | 14.53 | -0.13 | 1.04 |
| Sharpe Ratio | NA | 0.73 | 1.84 | 1.43 | 0.38 | NA | NA | 0.60 | -0.45 | -0.30 | 2.43 | 0.37 | 0.53 | 0.65 | -0.10 | 1.73 | 1.78 | 0.83 | -2.75 | 1.43 | 3.01 | 4.07 | -0.03 | 0.63 |
| Standard Deviation(%) | NA | 1.87 | 2.19 | 3.80 | 6.56 | NA | NA | 5.75 | 1.77 | 1.80 | 2.16 | 2.81 | 3.71 | 18.73 | 2.26 | 2.71 | 2.19 | 4.75 | 3.02 | 2.19 | 2.67 | 3.58 | 5.41 | 3.81 |
| Draw Down(%) | NA | 1.33 | 1.33 | 3.82 | 23.70 | NA | NA | 23.70 | 1.33 | 0.36 | 0.55 | 2.47 | 2.87 | 22.49 | 2.95 | 1.57 | 1.87 | 6.52 | 11.22 | 3.98 | 3.51 | 3.94 | 8.86 | 2.83 |
| Yield(%) | 0.00 | 4.81 | 5.68 | 4.43 | 3.34 | 3.79 | 2.84 | 4.06 | 1.81 | 6.08 | 6.53 | 2.37 | 1.71 | 1.59 | 2.41 | 3.40 | 2.36 | 3.61 | 4.07 | 5.00 | 3.05 | 5.84 | 3.46 | 1.73 |
Data as of 07/02/2025, 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 |
|---|---|---|---|---|
| LCTRX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES) |
-1.85%
Mar 2017 - Mar 2020 |
-1.82%
Mar 2015 - Mar 2020 |
3.05%
Sep 2010 - Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCTRX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES) |
11.60%
Mar 2020 - Mar 2023 |
10.02%
Mar 2020 - Mar 2025 |
4.59%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart