LCTRX | LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES

Basic Info 11.13 0(0.0%)

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES started on 08/02/2010

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES is classified as asset class Intermediate-Term Bond

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES expense ratio is 2.02%

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES rating is

(29%)

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) Dividend Info

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) dividend growth in the last 12 months is 60.59%

The trailing 12-month yield of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES is 6.55%. its dividend history:

Date	Dividend
04/30/2024	0.0568
03/28/2024	0.0563
02/29/2024	0.0567
01/31/2024	0.0597
12/29/2023	0.0615
11/30/2023	0.0617
10/31/2023	0.0614
09/29/2023	0.0617
08/31/2023	0.065
07/31/2023	0.0615
06/30/2023	0.0572
05/31/2023	0.0572
04/28/2023	0.0566
03/31/2023	0.0565
03/01/2023	0.055
02/01/2023	0.055
12/30/2022	0.055
12/01/2022	0.055
11/01/2022	0.04
10/03/2022	0.02
09/01/2022	0.02
08/01/2022	0.02
07/01/2022	0.0068
06/01/2022	0.0064
03/01/2022	0.0168
02/01/2022	0.0164
12/28/2021	0.0368
12/01/2021	0.0202
11/01/2021	0.0267
10/01/2021	0.0362
09/01/2021	0.025
08/02/2021	0.0165
07/01/2021	0.0201
01/04/2021	0.002
10/01/2020	0.004
09/01/2020	0.016
08/03/2020	0.004
07/01/2020	0.019
06/01/2020	0.018
05/01/2020	0.012
04/01/2020	0.011
03/02/2020	0.025
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	0.0091
12/03/2018	0.0138
11/01/2018	0.0406
10/01/2018	0.0332
09/04/2018	0.036
07/31/2018	0.01
06/29/2018	0.053
05/31/2018	0.064
04/30/2018	0.016
03/29/2018	0.013
02/28/2018	0.019
01/31/2018	0.019
12/29/2017	0.04
11/30/2017	0.021
10/31/2017	0.024
09/28/2017	0.012
08/30/2017	0.0095
07/28/2017	0.0225
06/29/2017	0.0155
05/30/2017	0.0152
04/27/2017	0.0102
03/31/2017	0.014
02/28/2017	0.018
01/31/2017	0.021
12/30/2016	0.02
11/30/2016	0.021
10/31/2016	0.046
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	0.089
06/14/2013	0.108
03/15/2013	0.054
12/17/2012	0.186
09/14/2012	0.157
06/15/2012	0.122
03/15/2012	0.099
12/15/2011	0.114
09/15/2011	0.07
06/15/2011	0.081
03/15/2011	0.08
12/28/2010	0.173

Dividend Growth History for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.7103	6.56%	177.03%	-
2022	$0.2564	2.37%	39.73%	177.03%
2021	$0.1835	1.70%	18.39%	96.74%
2020	$0.155	1.59%	-34.87%	66.10%
2019	$0.238	2.41%	-27.15%	31.44%
2018	$0.3267	3.40%	46.57%	16.80%
2017	$0.2229	2.36%	-34.05%	21.31%
2016	$0.338	3.61%	-22.30%	11.19%
2015	$0.435	4.07%	-20.18%	6.32%
2014	$0.545	5.00%	71.38%	2.99%
2013	$0.318	3.05%	-43.62%	8.37%
2012	$0.564	5.84%	63.48%	2.12%
2011	$0.345	3.46%	99.42%	6.20%
2010	$0.173	1.73%	-	11.48%

Dividend Growth Chart for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX)

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) Historical Returns And Risk Info

From 08/02/2010 to 05/14/2024, the compound annualized total return (dividend reinvested) of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is 4.428%. Its cumulative total return (dividend reinvested) is 81.538%.

From 08/02/2010 to 05/14/2024, the Maximum Drawdown of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is 23.7%.

From 08/02/2010 to 05/14/2024, the Sharpe Ratio of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is 0.61.

From 08/02/2010 to 05/14/2024, the Annualized Standard Deviation of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is 5.9%.

From 08/02/2010 to 05/14/2024, the Beta of LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is 0.2.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 08/02/2010	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Annualized Return(%)	-0.1	2.5	8.6	6.2	5.7	3.3	4.4	9.4	2.5	2.0	12.4	1.2	6.0	4.5	4.1	-8.3	3.1	8.1	14.5	-0.1	1.0
Sharpe Ratio	NA	1.82	2.33	1.42	0.47	0.34	0.61	2.38	0.41	0.53	0.65	-0.1	1.73	1.78	0.83	-2.75	1.43	3.01	4.07	-0.03	0.63
Draw Down(%)	NA	0.2	0.5	3.8	23.7	23.7	23.7	0.5	2.5	2.9	22.5	2.9	1.6	1.9	6.5	11.2	4.0	3.5	3.9	8.9	2.8
Standard Deviation(%)	NA	1.8	2.0	2.8	8.7	6.5	5.9	2.2	2.7	3.7	18.7	2.3	2.7	2.2	4.8	3.0	2.2	2.7	3.6	5.4	3.8
Treynor Ratio	NA	0.58	0.72	0.71	0.17	0.09	0.18	1.12	0.23	0.13	0.09	-0.05	0.13	0.19	0.22	-0.49	0.13	0.31	5.25	0.02	0.27
Alpha	NA	0.01	0.02	0.02	0.02	0.01	0.01	0.02	0.01	0.01	0.0	0.0	0.02	0.01	0.01	-0.04	0.01	0.03	0.05	0.0	0.01
Beta	NA	0.06	0.07	0.06	0.25	0.24	0.2	0.05	0.05	0.15	1.42	0.05	0.37	0.21	0.18	0.17	0.24	0.26	0.03	-0.1	0.09
RSquare	NA	0.03	0.05	0.02	0.03	0.03	0.03	0.03	0.02	0.02	0.16	0.0	0.13	0.07	0.02	0.06	0.11	0.13	0.0	0.01	0.02
Yield(%)	N/A	2.2	6.6	4.4	3.5	3.1	N/A	6.7	2.6	1.8	1.5	2.5	3.3	2.3	3.6	4.2	5.0	3.1	5.9	3.4	1.7
Dividend Growth(%)	N/A	-66.7	60.6	110.4	-3.4	N/A	N/A	157.1	47.4	26.7	-40.0	-21.9	45.5	-35.3	-24.4	-18.2	71.9	-43.9	67.6	100.0	N/A

Return Calculator for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX)

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

Click here for comparison with other funds, portfolios or stocks

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) Historical Return Chart

Click here for interactive chart

LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) 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 08/02/2010 to 05/14/2024, the worst annualized return of 3-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is -1.52%.

From 08/02/2010 to 05/14/2024, the worst annualized return of 5-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is -1.95%.

From 08/02/2010 to 05/14/2024, the worst annualized return of 10-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is 3.8%.

From 08/02/2010 to 05/14/2024, the worst annualized return of 20-year rolling returns for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES (LCTRX) is NA.

Related Articles for LEADER TOTAL RETURN FUND LEADER TOTAL RETURN FUND INVESTOR SHARES(LCTRX)