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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.20%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

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

Risk Statistics

3 Years5 Years10 Years
LCCIXCategory AverageLCCIXCategory AverageLCCIXCategory Average
Alpha 4.2 0.03 3.25 0.04 0.94 0.04
BETA 0.61 0.01 0.61 0 0.49 0
Mean Annual Return 0.33 0.01 0.37 0.01 0.21 0
R-squared 20.21 0.04 10.44 0.05 8.19 0.04
Standard Deviation 9.91 0.09 11.5 0.07 8.23 0.07
Sharpe Ratio 0.11 0.01 0.2 0.01 0.13 0.01
Treynor Ratio 0.95 0.11 2.74 0.11 1.42 0.12

Related Tickers