Nasdaq - Delayed Quote USD

Leader Short Term High Yield Bond Ins (LCCIX)

8.39 +0.01 (+0.12%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.94%
5y Average Return 4.08%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 15.20%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 15.20%
Worst 3Y Total Return -1.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCCIX
Category
YTD
9.44%
3.62%
1-Month
2.50%
1.08%
3-Month
9.44%
2.50%
1-Year
23.99%
14.69%
3-Year
3.55%
6.16%
5-Year
3.82%
6.21%
10-Year
2.18%
5.48%
Last Bull Market
13.01%
11.96%
Last Bear Market
-8.87%
-7.27%

Annual Total Return (%) History

Year
LCCIX
Category
2024
--
--
2023
15.20%
--
2022
-13.30%
--
2021
1.79%
--
2020
8.06%
4.91%
2019
1.14%
12.62%
2018
2.85%
-2.59%
2017
2.37%
6.47%

2016
-0.55%
13.30%
2015
-2.19%
-4.01%
2014
1.29%
1.11%
2013
5.50%
6.90%
2012
9.47%
14.67%
2011
-1.12%
2.83%
2010
4.34%
14.24%
2009
13.65%
46.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.44% -- -- --
2023 1.68% 4.43% 5.93% 2.41%
2022 -1.87% -8.87% -5.84% 2.97%
2021 0.22% 3.38% -0.29% -1.46%
2020 -18.57% 12.05% 2.74% 15.27%
2019 0.84% 1.50% -1.57% 0.40%
2018 0.23% 1.90% 0.99% -0.29%
2017 1.12% 0.60% 0.08% 0.56%
2016 -1.79% 1.79% -0.29% -0.23%
2015 1.16% 0.49% -1.50% -2.32%

2014 1.73% 1.39% -0.51% -1.31%
2013 1.33% 0.01% 1.85% 2.21%
2012 4.74% -0.30% 2.86% 1.92%
2011 2.71% 0.20% -4.80% 0.91%
2010 1.55% -0.39% 3.25% -0.09%
2009 -2.88% 11.69% 3.82% 0.93%

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 1
3-Year 12
5-Year 45

Load Adjusted Returns

1-Year 23.99%
3-Year 3.55%
5-Year 3.82%
10-Year 2.18%

Performance & Risk

YTD Return 10.94%
5y Average Return 4.08%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family LEADER
Net Assets 48.75M
YTD Return 9.44%
Yield 10.72%
Morningstar Rating
Inception Date Jul 14, 2005

Fund Summary

The fund invests at least 80% of its net assets in non-investment grade bonds which the advisor defines as securities rated lower than Baa3 by Moody’s Investors Service BBB- by Standard & Poor’s Ratings Group, Fitch BBB-, or, if unrated, as determined by the Advisor to be of comparable quality. The fund’s effective average duration of its portfolio investments will normally be three years or less.

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