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Leader Capital High Quality Income Instl (LCTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.170.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.68%
5-year average return5.89%
Number of years up12
Number of years down1
Best 1-yr total return (24 Jun 2024)15.17%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return15.17%
Worst 3-yr total return0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCTIXCategory
YTD3.12%-0.61%
1-month0.45%0.77%
3-month1.53%1.99%
1-year9.07%3.06%
3-year6.68%5.69%
5-year5.91%3.75%
10-year3.76%3.84%
Last bull market4.25%4.61%
Last bear market-0.57%1.87%

Annual total return (%) history

Year
LCTIXCategory
2024
N/AN/A
2023
9.67%N/A
2022
2.82%N/A
2021
2.41%N/A
2020
12.99%8.06%
2019
1.58%8.94%
2018
6.62%-0.61%
2017
5.07%4.27%
2016
4.89%3.86%
2015
-7.97%-0.45%
2014
3.65%5.42%
2013
9.40%-0.90%
2012
15.17%7.76%
2011
0.36%6.27%
2010
N/A8.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.02%N/AN/AN/A
20231.99%2.40%2.52%2.42%
2022-1.48%-0.57%1.80%3.10%
2021-1.53%3.21%-0.75%1.53%
2020-13.80%11.61%3.49%13.48%
20190.66%2.54%-1.28%-0.31%
2018-0.73%3.90%1.36%1.99%
20172.29%1.39%-0.46%1.78%
2016-1.86%4.81%2.29%-0.32%
20151.05%-0.11%-3.60%-5.42%
20143.34%2.82%-0.92%-1.55%
20132.71%0.46%2.64%3.30%
20126.17%-1.24%4.60%5.01%
20115.07%0.39%-6.63%1.89%
2010-0.49%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month99
3-month2
1-year1
3-year1
5-year1

Load adjusted returns

1-year9.07%
3-year6.68%
5-year5.91%
10-year3.76%