Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCTRX (LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES) | 1.45% | 4.50% | 6.12% | 5.68% | 5.18% | 4.31% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.50 | 6.12 | 5.68 | 5.18 | 4.31 | NA | … | … | 1.45 | 4.71 | 6.55 | 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 | 1.23 | 1.52 | 1.29 | 0.57 | NA | NA | … | … | 0.44 | 0.97 | 1.58 | 2.70 | 0.35 | 0.53 | 0.65 | -0.13 | 1.71 | 1.77 | 0.83 | -2.75 | 1.43 | 3.01 | 4.07 | -0.03 | 0.63 |
| Standard Deviation(%) | NA | 1.89 | 1.96 | 2.46 | 6.43 | NA | NA | … | … | 1.92 | 1.89 | 1.85 | 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 | 1.17 | 1.33 | 3.82 | 23.70 | NA | NA | … | … | 1.17 | 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 | 4.84 | 5.76 | 4.92 | 3.93 | 3.86 | 3.13 | … | … | 1.61 | 5.47 | 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 06/04/2026, Common starting date 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 |
4.24%
Mar 2011 – Mar 2026 |
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 |
5.97%
Feb 2016 – Feb 2026 |
4.66%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart