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Leader Short Term High Yield Bond Ins (LCCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.39+0.01 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.84%
5-year average return4.04%
Number of years up11
Number of years down4
Best 1-yr total return (29 Apr 2024)15.20%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return15.20%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCCIXCategory
YTD9.44%3.62%
1-month2.50%1.08%
3-month9.44%2.50%
1-year23.99%14.69%
3-year3.55%6.16%
5-year3.82%6.21%
10-year2.18%5.48%
Last bull market13.01%11.96%
Last bear market-8.87%-7.27%

Annual total return (%) history

Year
LCCIXCategory
2024
N/AN/A
2023
15.20%N/A
2022
-13.30%N/A
2021
1.79%N/A
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
20249.44%N/AN/AN/A
20231.68%4.43%5.93%2.41%
2022-1.87%-8.87%-5.84%2.97%
20210.22%3.38%-0.29%-1.46%
2020-18.57%12.05%2.74%15.27%
20190.84%1.50%-1.57%0.40%
20180.23%1.90%0.99%-0.29%
20171.12%0.60%0.08%0.56%
2016-1.79%1.79%-0.29%-0.23%
20151.16%0.49%-1.50%-2.32%
20141.73%1.39%-0.51%-1.31%
20131.33%0.01%1.85%2.21%
20124.74%-0.30%2.86%1.92%
20112.71%0.20%-4.80%0.91%
20101.55%-0.39%3.25%-0.09%
2009-2.88%11.69%3.82%0.93%

Rank in category (by total return)

YTD1
1-month1
3-month1
1-year1
3-year12
5-year45

Load adjusted returns

1-year23.99%
3-year3.55%
5-year3.82%
10-year2.18%