LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX)

Basic Info

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES started on 03/22/2012
LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES is classified as asset class Short-Term Bond
LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES expense ratio is 1.65%
LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES rating is
Not Rated

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) Dividend Info

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) dividend growth in the last 12 months is 93.19%

The trailing 12-month yield of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES is 2.98%. its dividend history:

DateDividend
03/01/2022 0.0466
02/01/2022 0.0555
12/28/2021 0.0251
12/01/2021 0.02
11/01/2021 0.0363
10/01/2021 0.0359
09/01/2021 0.015
08/02/2021 0.0162
07/01/2021 0.0187
05/03/2021 0.0004
04/01/2021 0.011
12/01/2020 0.007
11/02/2020 0.004
10/01/2020 0.015
09/01/2020 0.024
08/03/2020 0.022
07/01/2020 0.028
06/01/2020 0.028
05/01/2020 0.008
04/01/2020 0.004
03/02/2020 0.017
02/03/2020 0.035
12/30/2019 0.029
12/03/2019 0.017
11/01/2019 0.03
10/01/2019 0.034
09/03/2019 0.018
08/01/2019 0.03
07/01/2019 0.02
06/03/2019 0.019
05/01/2019 0.017
04/01/2019 0.017
03/01/2019 0.014
02/01/2019 0.014
12/28/2018 0.0262
12/03/2018 0.0119
11/01/2018 0.0233
10/01/2018 0.0184
09/04/2018 0.0206
07/31/2018 0.01
06/29/2018 0.024
05/31/2018 0.036
04/30/2018 0.021
03/29/2018 0.018
02/28/2018 0.024
01/31/2018 0.023
12/29/2017 0.03
11/30/2017 0.017
10/31/2017 0.02
09/28/2017 0.016
08/30/2017 0.0125
07/28/2017 0.0175
06/29/2017 0.0118
05/30/2017 0.0155
04/27/2017 0.0067
03/31/2017 0.008
02/28/2017 0.013
01/31/2017 0.018
12/30/2016 0.015
11/30/2016 0.014
10/31/2016 0.038
08/31/2016 0.01
07/29/2016 0.032
06/30/2016 0.005
05/31/2016 0.011
04/29/2016 0.014
03/31/2016 0.01
02/29/2016 0.016
01/29/2016 0.016
12/31/2015 0.018
11/30/2015 0.023
10/30/2015 0.016
09/30/2015 0.017
08/31/2015 0.016
07/31/2015 0.018
06/30/2015 0.02
05/29/2015 0.018
04/30/2015 0.027
03/31/2015 0.021
02/27/2015 0.022
01/30/2015 0.018
12/31/2014 0.02
12/15/2014 0.08
11/28/2014 0.016
10/31/2014 0.02
09/30/2014 0.02
08/29/2014 0.019
07/31/2014 0.017
06/30/2014 0.018
05/30/2014 0.018
04/30/2014 0.02
03/31/2014 0.02
02/28/2014 0.02
01/31/2014 0.02
12/31/2013 0.02
09/16/2013 0.054
06/14/2013 0.064
03/15/2013 0.066
12/17/2012 0.078
09/14/2012 0.096
06/15/2012 0.072

Dividend Growth History for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2022
2022 $0.1021 1.13% -42.83% -
2021 $0.1786 1.97% -6.98% -42.83%
2020 $0.192 2.22% -25.87% -27.08%
2019 $0.259 2.93% 1.01% -26.68%
2018 $0.2564 2.88% 37.85% -20.56%
2017 $0.186 2.08% 2.76% -11.30%
2016 $0.181 1.97% -22.65% -9.10%
2015 $0.234 2.41% -24.03% -11.17%
2014 $0.308 3.10% 50.98% -12.89%
2013 $0.204 2.10% -17.07% -7.40%
2012 $0.246 2.58% - -8.42%

Dividend Growth Chart for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX)

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) Historical Returns And Risk Info

From 03/22/2012 to 05/06/2022, the compound annualized total return (dividend reinvested) of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is 1.671%. Its cumulative total return (dividend reinvested) is 18.235%.

From 03/22/2012 to 05/06/2022, the Maximum Drawdown of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is 24.5%.

From 03/22/2012 to 05/06/2022, the Sharpe Ratio of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is 0.24.

From 03/22/2012 to 05/06/2022, the Annualized Standard Deviation of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is 5.2%.

From 03/22/2012 to 05/06/2022, the Beta of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is 0.74.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
03/22/2012		 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return(%) 0.0 -0.4 2.1 2.1 1.6 1.7 -2.0 -0.4 7.4 0.7 2.2 1.9 -1.1 -2.7 0.8 4.4 4.3
Sharpe Ratio NA -0.1 0.18 0.19 0.23 0.24 -0.93 -0.1 0.48 -0.3 0.54 0.95 -0.51 -1.9 0.56 3.02 3.91
Draw Down(%) NA 7.0 24.5 24.5 24.5 24.5 4.7 4.3 23.7 3.5 0.9 0.8 2.9 4.8 2.6 1.9 1.9
Standard Deviation(%) NA 5.1 9.3 7.3 5.3 5.2 6.4 4.4 14.8 2.4 1.7 1.3 2.5 1.4 1.3 1.5 1.4
Treynor Ratio NA -0.03 0.01 0.01 0.02 0.02 -0.17 0.18 0.03 0.08 0.03 0.09 -0.04 -0.1 0.02 0.12 0.36
Alpha NA 0.0 0.01 0.0 0.0 0.0 0.0 0.0 -0.01 0.0 0.0 0.0 -0.01 -0.01 0.0 0.02 0.02
Beta NA 0.2 1.15 0.98 0.74 0.74 0.34 -0.03 2.12 -0.09 0.3 0.13 0.33 0.28 0.36 0.36 0.16
RSquare NA 0.01 0.09 0.08 0.06 0.06 0.03 0.0 0.18 0.0 0.06 0.02 0.05 0.1 0.14 0.12 0.02
Yield(%) N/A 3.0 2.5 2.5 2.4 N/A 1.2 2.2 2.3 2.9 2.8 2.2 2.0 2.6 3.2 2.1 2.6
Dividend Growth(%) N/A 93.2 6.4 -7.4 N/A N/A -45.0 0.0 -23.1 4.0 25.0 11.1 -28.0 -21.9 60.0 -20.0 N/A

Return Calculator for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) Historical Return Chart

Click here for interactive chart

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/22/2012 to 05/06/2022, the worst annualized return of 3-year rolling returns for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is -4.99%.
From 03/22/2012 to 05/06/2022, the worst annualized return of 5-year rolling returns for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is -4.14%.
From 03/22/2012 to 05/06/2022, the worst annualized return of 10-year rolling returns for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is NA.
From 03/22/2012 to 05/06/2022, the worst annualized return of 20-year rolling returns for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES (LCAMX) is NA.

Related Articles for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS A SHARES(LCAMX)