LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX)

Basic Info

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES started on 08/09/2012
LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES is classified as asset class EQUITY
LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES expense ratio is 2.16%
LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES rating is
Not Rated

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) Dividend Info

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) dividend growth in the last 12 months is 124.11%

The trailing 12-month yield of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES is 2.78%. its dividend history:

DateDividend
03/01/2022 0.0432
02/01/2022 0.0522
12/28/2021 0.0331
12/01/2021 0.0158
11/01/2021 0.0325
10/01/2021 0.0318
09/01/2021 0.015
08/02/2021 0.0124
07/01/2021 0.015
04/01/2021 0.007
12/01/2020 0.003
10/01/2020 0.012
09/01/2020 0.021
08/03/2020 0.019
07/01/2020 0.025
06/01/2020 0.025
05/01/2020 0.005
04/01/2020 0.001
03/02/2020 0.014
02/03/2020 0.031
12/30/2019 0.025
12/03/2019 0.014
11/01/2019 0.026
10/01/2019 0.03
09/03/2019 0.014
08/01/2019 0.026
07/01/2019 0.017
06/03/2019 0.015
05/01/2019 0.013
04/01/2019 0.013
03/01/2019 0.011
02/01/2019 0.01
12/28/2018 0.0224
12/03/2018 0.0084
11/01/2018 0.0193
10/01/2018 0.015
09/04/2018 0.0169
07/31/2018 0.009
06/29/2018 0.022
05/31/2018 0.033
04/30/2018 0.022
03/29/2018 0.015
02/28/2018 0.02
01/31/2018 0.02
12/29/2017 0.027
11/30/2017 0.014
10/31/2017 0.016
09/28/2017 0.012
08/30/2017 0.009
07/28/2017 0.014
06/29/2017 0.008
05/30/2017 0.012
04/27/2017 0.003
03/31/2017 0.015
02/28/2017 0.01
01/31/2017 0.015
12/30/2016 0.012
11/30/2016 0.011
10/31/2016 0.034
08/31/2016 0.006
07/29/2016 0.029
06/30/2016 0.001
05/31/2016 0.008
04/29/2016 0.011
03/31/2016 0.007
02/29/2016 0.012
01/29/2016 0.013
12/31/2015 0.014
11/30/2015 0.019
10/30/2015 0.012
09/30/2015 0.013
08/31/2015 0.012
07/31/2015 0.014
06/30/2015 0.016
05/29/2015 0.014
04/30/2015 0.023
03/31/2015 0.017
02/27/2015 0.018
01/30/2015 0.014
12/31/2014 0.016
12/15/2014 0.08
11/28/2014 0.013
10/31/2014 0.016
09/30/2014 0.016
08/29/2014 0.014
07/31/2014 0.013
06/30/2014 0.014
05/30/2014 0.014
04/30/2014 0.016
03/31/2014 0.016
02/28/2014 0.016
01/31/2014 0.016
12/31/2013 0.016
09/16/2013 0.037
06/14/2013 0.052
03/15/2013 0.054
12/17/2012 0.075
09/14/2012 0.039

Dividend Growth History for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2022
2022 $0.0954 1.06% -41.33% -
2021 $0.1626 1.79% 4.23% -41.33%
2020 $0.156 1.80% -27.10% -21.80%
2019 $0.214 2.42% -4.04% -23.61%
2018 $0.223 2.49% 43.87% -19.13%
2017 $0.155 1.73% 7.64% -9.25%
2016 $0.144 1.56% -22.58% -6.63%
2015 $0.186 1.91% -28.46% -9.10%
2014 $0.26 2.61% 63.52% -11.78%
2013 $0.159 1.63% 39.47% -5.52%
2012 $0.114 1.19% - -1.77%

Dividend Growth Chart for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX)

LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) Historical Returns And Risk Info

From 08/08/2012 to 05/06/2022, the compound annualized total return (dividend reinvested) of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) is -0.671%. Its cumulative total return (dividend reinvested) is -6.335%.

From 08/08/2012 to 05/06/2022, the Maximum Drawdown of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) is 26.3%.

From 08/08/2012 to 05/06/2022, the Sharpe Ratio of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) is -0.14.

From 08/08/2012 to 05/06/2022, the Annualized Standard Deviation of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) is 7.7%.

From 08/08/2012 to 05/06/2022, the Beta of LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) is 0.14.

Last 1 Week* 1 Yr 3 Yr 5 Yr Inception** 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return(%) 0.0 -0.7 -4.2 -1.9 -0.7 -1.9 -0.9 -10.2 0.0 1.4 1.7 -1.5 -3.2 0.3 3.9 2.9
Sharpe Ratio NA -0.16 -0.33 -0.25 -0.14 -0.91 -0.22 -0.45 -0.47 0.03 0.83 -0.71 -2.34 0.22 2.66 6.16
Draw Down(%) NA 7.1 24.8 24.8 26.3 4.8 4.3 23.8 3.9 1.0 0.8 2.9 5.1 2.8 1.9 0.3
Standard Deviation(%) NA 5.0 13.6 10.6 7.7 6.4 4.2 22.9 3.0 1.8 1.3 2.3 1.4 1.2 1.5 1.2
Treynor Ratio NA -0.07 -0.21 -0.15 -0.08 -0.47 -0.08 -0.38 -0.72 0.21 -8.96 -0.34 -2.08 0.1 1.01 5.19
Alpha NA 0.0 -0.03 -0.02 -0.01 0.0 -0.01 -0.06 -0.01 0.0 0.0 -0.01 -0.01 0.0 0.01 0.03
Beta NA 0.12 0.22 0.18 0.14 0.12 0.12 0.27 0.02 0.0 0.0 0.05 0.02 0.03 0.04 0.01
RSquare NA 0.18 0.16 0.13 0.11 0.21 0.14 0.19 0.01 0.0 0.0 0.08 0.03 0.06 0.09 0.02
Yield(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A 2.6 1.8 1.5 1.7 2.7 1.6 1.3
Dividend Growth(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A 43.8 14.3 -17.6 -37.0 68.8 33.3 N/A

Return Calculator for LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX)

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LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) Historical Return Chart

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LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND CLASS C SHARES (LCMCX) 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 08/08/2012 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 C SHARES (LCMCX) is -5.52%.
From 08/08/2012 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 C SHARES (LCMCX) is -4.64%.
From 08/08/2012 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 C SHARES (LCMCX) is NA.
From 08/08/2012 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 C SHARES (LCMCX) is NA.

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