New Zealand markets closed

Leader Short Term High Yield Bond Inv (LCCMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.28+0.01 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.84%
5-year average return3.58%
Number of years up13
Number of years down5
Best 1-yr total return (30 Apr 2024)15.01%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return15.01%
Worst 3-yr total return-2.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCCMXCategory
YTD9.31%3.62%
1-month2.36%1.08%
3-month9.31%2.50%
1-year23.65%14.69%
3-year3.09%6.16%
5-year3.35%6.21%
10-year1.68%5.48%
Last bull market12.61%11.96%
Last bear market-9.07%-7.27%

Annual total return (%) history

Year
LCCMXCategory
2024
N/AN/A
2023
15.01%N/A
2022
-13.88%N/A
2021
1.30%N/A
2020
7.52%4.91%
2019
0.65%12.62%
2018
2.33%-2.59%
2017
1.88%6.47%
2016
-1.02%13.30%
2015
-2.71%-4.01%
2014
0.77%1.11%
2013
4.93%6.90%
2012
8.95%14.67%
2011
-1.64%2.83%
2010
3.97%14.24%
2009
12.99%46.70%
2008
-2.51%-26.41%
2007
4.93%1.47%
2006
8.75%10.14%
2005
N/A2.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.31%N/AN/AN/A
20231.67%4.35%5.81%2.45%
2022-1.97%-9.07%-6.08%2.87%
20210.11%3.21%-0.43%-1.53%
2020-18.67%11.87%2.51%15.28%
20190.65%1.38%-1.71%0.35%
20180.17%1.70%0.92%-0.45%
20171.00%0.38%0.07%0.42%
2016-1.82%1.56%-0.37%-0.36%
20151.04%0.36%-1.64%-2.46%
20141.62%1.27%-0.74%-1.34%
20131.24%-0.21%1.73%2.09%
20124.55%-0.35%2.64%1.89%
20112.51%0.09%-4.86%0.76%
20101.46%-0.51%3.15%-0.14%
2009-2.88%11.49%3.61%0.73%
2008-0.01%0.82%-5.03%1.82%
20071.74%0.45%2.52%0.16%
20062.18%0.96%3.01%2.34%
20050.52%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month1
3-month1
1-year1
3-year23
5-year66

Load adjusted returns

1-year23.65%
3-year3.09%
5-year3.35%
10-year1.68%