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LCCMX: LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 8.28 0.01(0.12%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 07/15/2005 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 7.99% |
| Expenses | 2.88% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 3.6 | 10.9 | 14.9 | 6.4 | 4.4 | 3.3 | 3.8 | 3.5 | 9.7 | 18.5 | 15.1 | -12.8 | 1.3 | 7.5 | 0.6 | 2.3 | 1.9 | -1.0 | -2.7 | 0.8 | 4.4 | 9.0 | -1.6 | 4.0 | 13.0 | -2.5 | 4.9 | 7.7 | -5.7 |
| Sharpe Ratio | NA | 1.24 | 1.85 | 2.64 | 0.67 | 0.43 | NA | NA | 0.46 | 1.74 | 3.56 | 1.92 | -1.64 | 0.3 | 0.49 | -0.34 | 0.58 | 0.93 | -0.49 | -1.91 | 0.57 | 3.16 | 5.84 | -0.67 | 2.29 | 3.1 | -0.64 | 0.77 | 2.23 | -3.08 |
| Draw Down(%) | NA | 3.8 | 3.8 | 3.8 | 18.8 | 24.6 | NA | NA | 24.6 | 3.3 | 1.5 | 8.2 | 16.8 | 3.2 | 23.8 | 3.5 | 0.9 | 0.7 | 2.9 | 4.9 | 2.6 | 1.8 | 1.9 | 6.5 | 1.0 | 7.2 | 9.0 | 0.9 | 0.6 | 5.9 |
| Standard Deviation(%) | NA | 5.0 | 4.5 | 4.4 | 5.8 | 6.4 | NA | NA | 4.9 | 4.0 | 4.2 | 6.0 | 8.7 | 4.3 | 14.8 | 2.4 | 1.7 | 1.3 | 2.5 | 1.4 | 1.3 | 1.4 | 1.5 | 2.5 | 1.7 | 4.2 | 5.5 | 2.3 | 1.9 | 4.7 |
| Treynor Ratio | NA | 0.06 | 0.1 | 0.22 | 0.06 | 0.04 | NA | NA | 0.04 | 0.13 | 0.26 | 0.74 | -0.13 | -0.44 | 0.03 | 0.07 | 0.03 | 0.06 | -0.03 | -0.1 | 0.02 | 0.12 | 0.26 | -0.04 | 0.12 | 0.32 | -0.13 | 0.16 | 0.14 | -3.29 |
| Alpha | NA | 0.03 | 0.03 | 0.04 | 0.02 | 0.01 | NA | NA | 0.01 | 0.02 | 0.05 | 0.04 | -0.03 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | 0.03 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | -0.06 |
| Beta | NA | 1.0 | 0.8 | 0.52 | 0.63 | 0.77 | NA | NA | 0.56 | 0.55 | 0.58 | 0.16 | 1.12 | -0.03 | 2.14 | -0.11 | 0.37 | 0.19 | 0.38 | 0.28 | 0.37 | 0.37 | 0.35 | 0.42 | 0.33 | 0.41 | 0.28 | 0.11 | 0.3 | 0.04 |
| RSquared | NA | 0.25 | 0.17 | 0.11 | 0.11 | 0.09 | NA | NA | 0.07 | 0.12 | 0.14 | 0.01 | 0.22 | 0.0 | 0.18 | 0.01 | 0.1 | 0.04 | 0.06 | 0.11 | 0.14 | 0.13 | 0.08 | 0.07 | 0.15 | 0.08 | 0.04 | 0.01 | 0.08 | 0.0 |
| Yield(%) | N/A | 3.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 11.1 | 10.1 | 5.1 | 2.1 | 2.2 | 2.9 | 2.9 | 2.1 | 2.1 | 2.4 | 3.1 | 1.9 | 3.4 | 2.5 | 4.1 | 5.4 | 3.8 | 6.6 | 3.7 | 0.0 |
| Dividend Growth(%) | N/A | -60.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -14.0 | 14.5 | 62.2 | 143.3 | -0.9 | -25.5 | 0.6 | 37.0 | -4.6 | -16.2 | -24.0 | 63.0 | -40.2 | 32.2 | -39.8 | -19.0 | 36.5 | -44.6 | 87.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2005
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