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Leader Short Term High Yield Bond Fund Investor Class: (MF: LCCMX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$8.21 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.31 | 1 |
| 3 months | 1.73 | 92 |
| 6 months | 4.64 | 59 |
| 1 Year | 17.12 | 4 |
| 3 Year | 3.96 | 10 |
| 5 Year | 4.52 | 6 |
| 10 Year | 2.09 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -4.90 |
| Bull Market (2/09 - 3/21) | 69.99 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 17.12 |
| 5 Year | 4.51 |
| 10 Year | 2.09 |
| Since Inception | 2.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.24 | 2.85 | 1.73 | NA |
| 2023 | 1.67 | 4.35 | 5.80 | 2.45 |
| 2022 | -1.96 | -9.07 | -5.61 | 3.15 |
| 2021 | 0.11 | 3.20 | -0.42 | -1.53 |
| 2020 | -18.67 | 11.87 | 2.51 | 15.28 |
| 2019 | 0.65 | 1.38 | -1.70 | 0.34 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.31 | 15.01 | -13.21 | 1.30 | 7.52 | 0.64 | 2.57 | 1.71 | -1.56 | -2.92 | 0.85 |
| % Total Return Rel to Index | 9.84 | 9.48 | -0.19 | 2.84 | 0.01 | -8.08 | 2.55 | -1.83 | -4.21 | -3.49 | -5.08 |
| % Total Return Rel to Peer | 8.70 | 7.83 | -3.06 | 1.24 | 0.48 | -7.60 | 3.47 | -1.89 | -5.08 | -1.94 | -2.55 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 2.00 | 3.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.64 | 0.75 | 0.43 | 0.18 | 0.19 | 0.25 | 0.27 | 0.17 | 0.14 | 0.21 | 0.23 |
| % Yield | 7.45 | 11.01 | 5.49 | 1.98 | 1.99 | 2.80 | 2.94 | 1.82 | 1.54 | 2.17 | 2.29 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 |
| Expense Ratio | 2.34 | 2.68 | 2.78 | 2.45 | 2.06 | 1.66 | 1.54 | 1.48 | 1.41 | 1.43 | 1.44 |
* 1 = Top 20%, 5 = Bottom 20%