Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LCCMX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INVESTOR CLASS SHARES) 3.63% 10.92% 14.87% 6.35% 4.38% 3.31% 3.84%
Data as of 06/05/2026, Common starting date is 07/15/2005
More Performance Analytics Comparison
Name Start Date End Date
LCCMX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INVESTOR CLASS SHARES) 07/15/2005 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -0.12 10.92 14.87 6.35 4.38 3.31 3.84 3.63 9.74 18.54 15.08 -12.85 1.31 7.52 0.65 2.34 1.88 -1.02 -2.71 0.76 4.36 8.96 -1.64 3.97 12.99 -2.52 4.93 7.65 -5.73
Sharpe Ratio NA 1.85 2.64 0.67 0.43 NA NA 1.24 1.74 3.56 1.92 -1.64 0.30 0.49 -0.34 0.58 0.93 -0.49 -1.91 0.57 3.16 5.84 -0.67 2.29 3.10 -0.64 0.77 2.23 -3.08
Standard Deviation(%) NA 4.48 4.39 5.79 6.41 NA NA 4.96 3.96 4.19 6.00 8.73 4.26 14.84 2.42 1.66 1.32 2.49 1.44 1.31 1.37 1.54 2.49 1.69 4.17 5.45 2.33 1.91 4.72
Draw Down(%) NA 3.76 3.76 18.78 24.57 NA NA 3.76 3.29 1.45 8.24 16.78 3.23 23.79 3.51 0.90 0.69 2.86 4.94 2.57 1.82 1.87 6.48 1.03 7.21 8.97 0.93 0.63 5.92
Yield(%) 0.70 8.70 11.04 7.19 4.73 3.80 4.11 3.51 8.96 11.14 10.07 5.13 2.10 2.21 2.91 2.87 2.09 2.13 2.41 3.10 1.94 3.42 2.49 4.11 5.44 3.75 6.64 3.67 0.00
Data as of 06/05/2026, Common starting date is 07/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCCMX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INVESTOR CLASS SHARES) -5.46%
Mar 2017 – Mar 2020
-4.05%
Mar 2015 – Mar 2020
-0.52%
Mar 2010 – Mar 2020
1.21%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCCMX (LEADER SHORT-TERM BOND FUND LEADER SHORT-TERM BOND FUND INVESTOR CLASS SHARES) 15.33%
May 2023 – May 2026
10.08%
Mar 2020 – Mar 2025
4.47%
May 2016 – May 2026
3.38%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return