LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX)

Basic Info

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES started on 03/22/2012
LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES is classified as asset class Intermediate-Term Bond
LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES expense ratio is 2.31%
LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES rating is
Not Rated

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) Dividend Info

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) dividend growth in the last 12 months is -24.66%

The trailing 12-month yield of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES is 1.69%. its dividend history:

DateDividend
10/01/2020 0.004
09/01/2020 0.016
08/03/2020 0.005
07/01/2020 0.019
06/01/2020 0.018
05/01/2020 0.012
04/01/2020 0.01
03/02/2020 0.016
02/03/2020 0.046
12/30/2019 0.019
12/02/2019 0.016
11/01/2019 0.03
10/01/2019 0.038
09/03/2019 0.019
08/01/2019 0.029
07/01/2019 0.021
06/03/2019 0.018
05/01/2019 0.017
04/01/2019 0.014
03/01/2019 0.011
02/01/2019 0.006
12/28/2018 0.009
12/03/2018 0.0142
11/01/2018 0.0426
10/01/2018 0.0334
09/04/2018 0.0366
07/31/2018 0.01
06/29/2018 0.053
05/31/2018 0.064
04/30/2018 0.016
03/29/2018 0.012
02/28/2018 0.018
01/31/2018 0.027
12/29/2017 0.039
11/30/2017 0.019
10/31/2017 0.023
09/28/2017 0.011
08/30/2017 0.0091
07/28/2017 0.022
06/29/2017 0.0151
05/30/2017 0.0151
04/27/2017 0.01
03/31/2017 0.014
02/28/2017 0.017
01/31/2017 0.021
12/30/2016 0.02
11/30/2016 0.021
10/31/2016 0.047
08/31/2016 0.02
07/29/2016 0.044
06/30/2016 0.015
05/31/2016 0.026
04/29/2016 0.032
03/31/2016 0.034
02/29/2016 0.032
01/29/2016 0.048
12/31/2015 0.042
11/30/2015 0.041
10/30/2015 0.036
09/30/2015 0.035
08/31/2015 0.031
07/31/2015 0.034
06/30/2015 0.033
05/29/2015 0.036
04/30/2015 0.038
03/31/2015 0.035
02/27/2015 0.037
01/30/2015 0.037
12/31/2014 0.035
12/15/2014 0.158
11/28/2014 0.027
10/31/2014 0.045
09/30/2014 0.034
08/29/2014 0.033
07/31/2014 0.036
06/30/2014 0.028
05/30/2014 0.018
04/30/2014 0.042
03/31/2014 0.027
02/28/2014 0.03
01/31/2014 0.032
12/31/2013 0.035
12/13/2013 0.032
09/16/2013 0.092
06/14/2013 0.066
03/15/2013 0.059
12/17/2012 0.188
09/14/2012 0.157
06/15/2012 0.125

Dividend Growth History for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2020
2020 $0.146 1.50% -38.66% -
2019 $0.238 2.41% -29.12% -38.66%
2018 $0.3358 3.51% 55.97% -34.06%
2017 $0.2153 2.28% -36.49% -12.14%
2016 $0.339 3.63% -22.07% -18.99%
2015 $0.435 4.07% -20.18% -19.62%
2014 $0.545 5.00% 91.90% -19.71%
2013 $0.284 2.72% -39.57% -9.07%
2012 $0.47 4.66% - -13.60%

Dividend Growth Chart for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX)

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) Historical Returns And Risk Info

From 03/22/2012 to 12/28/2020, the compound annualized total return (dividend reinvested) of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is 4.27%. Its cumulative total return (dividend reinvested) is 44.175%.

From 03/22/2012 to 12/28/2020, the Maximum Drawdown of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is 23.7%.

From 03/22/2012 to 12/28/2020, the Sharpe Ratio of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is 0.55.

From 03/22/2012 to 12/28/2020, the Annualized Standard Deviation of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is 6.9%.

From 03/22/2012 to 12/28/2020, the Beta of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is 0.47.

Last 1 Week* 1 Yr 3 Yr 5 Yr Since
03/22/2012		 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return(%) 0.7 12.5 6.7 5.8 4.3 12.6 1.2 6.0 4.4 4.2 -8.4 3.1 7.6 7.8
Sharpe Ratio NA 0.65 0.52 0.57 0.55 0.66 -0.1 1.71 1.76 0.84 -2.83 1.48 2.77 2.9
Draw Down(%) NA 22.5 23.7 23.7 23.7 22.5 3.1 1.6 2.0 6.4 11.1 4.0 3.9 3.8
Standard Deviation(%) NA 18.8 11.0 8.8 6.9 18.8 2.2 2.7 2.2 4.7 3.0 2.1 2.7 3.5
Treynor Ratio NA 0.09 0.06 0.07 0.08 0.09 -0.09 0.13 0.17 0.19 -0.47 0.16 0.3 -3.51
Alpha NA 0.0 0.0 0.01 0.01 0.0 0.0 0.02 0.01 0.01 -0.04 0.01 0.03 0.04
Beta NA 1.42 0.91 0.69 0.47 1.42 0.02 0.36 0.22 0.21 0.18 0.2 0.26 -0.03
RSquare NA 0.16 0.11 0.08 0.06 0.16 0.0 0.12 0.08 0.03 0.07 0.08 0.12 0.0
Yield(%) N/A 1.7 2.6 2.8 N/A 1.5 2.5 3.4 2.3 3.6 4.2 5.1 2.8 4.7
Dividend Growth(%) N/A -24.7 -23.0 N/A N/A -40.0 -24.2 50.0 -35.3 -24.4 -18.2 89.7 -38.3 N/A

Return Calculator for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX)

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LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) Historical Return Chart

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LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) 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 12/28/2020, the worst annualized return of 3-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is -1.53%.
From 03/22/2012 to 12/28/2020, the worst annualized return of 5-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is -1.98%.
From 03/22/2012 to 12/28/2020, the worst annualized return of 10-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is NA.
From 03/22/2012 to 12/28/2020, the worst annualized return of 20-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS A SHARES (LCATX) is NA.

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