LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX)

Basic Info

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES started on 08/09/2012
LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES is classified as asset class EQUITY
LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES expense ratio is 2.81%
LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES rating is
Not Rated

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) Dividend Info

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) dividend growth in the last 12 months is -22.54%

The trailing 12-month yield of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES is 1.36%. its dividend history:

DateDividend
10/01/2020 0.002
09/01/2020 0.011
07/01/2020 0.014
06/01/2020 0.015
05/01/2020 0.008
04/01/2020 0.007
03/02/2020 0.021
02/03/2020 0.042
12/30/2019 0.014
12/02/2019 0.013
11/01/2019 0.025
10/01/2019 0.033
09/03/2019 0.015
08/01/2019 0.024
07/01/2019 0.017
06/03/2019 0.013
05/01/2019 0.013
04/01/2019 0.01
03/01/2019 0.008
02/01/2019 0.002
12/28/2018 0.0043
12/03/2018 0.0103
11/01/2018 0.036
10/01/2018 0.0297
09/04/2018 0.0366
07/31/2018 0.009
06/29/2018 0.053
05/31/2018 0.063
04/30/2018 0.015
03/29/2018 0.01
02/28/2018 0.015
01/31/2018 0.013
12/29/2017 0.037
11/30/2017 0.018
10/31/2017 0.02
09/28/2017 0.008
08/30/2017 0.005
07/28/2017 0.018
06/29/2017 0.012
05/30/2017 0.011
04/27/2017 0.007
03/31/2017 0.01
02/28/2017 0.014
01/31/2017 0.017
12/30/2016 0.016
11/30/2016 0.018
10/31/2016 0.043
08/31/2016 0.015
07/29/2016 0.042
06/30/2016 0.012
05/31/2016 0.021
04/29/2016 0.029
02/29/2016 0.028
12/31/2015 0.038
11/30/2015 0.037
10/30/2015 0.032
09/30/2015 0.031
08/31/2015 0.027
07/31/2015 0.029
06/30/2015 0.028
05/29/2015 0.032
04/30/2015 0.034
03/31/2015 0.03
02/27/2015 0.033
01/30/2015 0.033
12/31/2014 0.03
12/15/2014 0.158
11/28/2014 0.023
10/31/2014 0.041
09/30/2014 0.029
08/29/2014 0.028
07/31/2014 0.032
06/30/2014 0.024
05/30/2014 0.013
04/30/2014 0.038
03/31/2014 0.022
02/28/2014 0.026
01/31/2014 0.027
12/31/2013 0.03
12/13/2013 0.032
09/16/2013 0.075
06/14/2013 0.111
03/15/2013 0.047
12/17/2012 0.171
09/14/2012 0.067

Dividend Growth History for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2020
2020 $0.12 1.22% -35.83% -
2019 $0.187 1.88% -36.59% -35.83%
2018 $0.2949 3.05% 66.61% -36.21%
2017 $0.177 1.86% -20.98% -12.15%
2016 $0.224 2.38% -41.67% -14.45%
2015 $0.384 3.57% -21.79% -20.76%
2014 $0.491 4.47% 66.44% -20.93%
2013 $0.295 2.81% 23.95% -12.06%
2012 $0.238 2.37% - -8.20%

Dividend Growth Chart for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX)

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) Historical Returns And Risk Info

From 07/09/2018 to 12/28/2020, the compound annualized total return (dividend reinvested) of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is -3.539%. Its cumulative total return (dividend reinvested) is -8.524%.

From 07/09/2018 to 12/28/2020, the Maximum Drawdown of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is 23.9%.

From 07/09/2018 to 12/28/2020, the Sharpe Ratio of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is 0.47.

From 07/09/2018 to 12/28/2020, the Annualized Standard Deviation of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is 7.0%.

From 07/09/2018 to 12/28/2020, the Beta of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is 0.21.

Last 1 Week* 1 Yr 3 Yr 5 Yr Since
07/09/2018		 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return(%) 0.6 11.8 6.1 5.1 -3.5 11.9 0.0 5.5 4.1 2.8 -8.9 2.6 7.7 6.5
Sharpe Ratio NA 0.62 0.47 0.49 0.47 0.63 -0.42 1.58 1.6 0.58 -3.01 1.24 2.8 5.21
Draw Down(%) NA 22.6 23.9 23.9 23.9 22.6 5.5 1.5 2.1 7.0 11.5 4.2 3.6 1.2
Standard Deviation(%) NA 18.7 11.0 8.8 7.0 18.8 3.4 2.6 2.2 4.5 3.0 2.1 2.7 3.4
Treynor Ratio NA 0.31 0.19 0.17 0.16 0.32 -2.39 -3.1 -0.99 0.18 -1.77 0.59 0.71 2.11
Alpha NA 0.01 0.01 0.0 0.0 0.01 -0.01 0.02 0.02 0.0 -0.04 0.01 0.02 0.06
Beta NA 0.37 0.27 0.25 0.21 0.37 0.01 -0.01 -0.04 0.14 0.05 0.04 0.11 0.08
RSquare NA 0.5 0.35 0.31 0.27 0.5 0.0 0.01 0.01 0.19 0.07 0.06 0.2 0.08
Yield(%) N/A 1.4 2.2 2.2 N/A 1.2 1.7 3.1 1.9 2.4 3.5 4.5 2.9 2.4
Dividend Growth(%) N/A -22.5 N/A N/A N/A -29.4 -43.3 66.7 -21.7 -39.5 -22.4 63.3 25.0 N/A

Return Calculator for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX)

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LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) Historical Return Chart

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LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) 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 07/09/2018 to 12/28/2020, the worst annualized return of 3-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is -2.34%.
From 07/09/2018 to 12/28/2020, the worst annualized return of 5-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is -2.65%.
From 07/09/2018 to 12/28/2020, the worst annualized return of 10-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is NA.
From 07/09/2018 to 12/28/2020, the worst annualized return of 20-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND CLASS C SHARES (LCCTX) is NA.

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