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Leader Capital High Quality Income Inv (LCTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.11-0.03 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.44%
5-year average return5.34%
Number of years up11
Number of years down2
Best 1-yr total return (26 Jun 2024)14.54%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return14.54%
Worst 3-yr total return-0.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCTRXCategory
YTD2.96%-0.61%
1-month0.51%0.77%
3-month1.53%1.99%
1-year8.68%3.06%
3-year6.09%5.69%
5-year5.37%3.75%
10-year3.24%3.84%
Last bull market4.19%4.61%
Last bear market-0.69%1.87%

Annual total return (%) history

Year
LCTRXCategory
2024
N/AN/A
2023
9.39%N/A
2022
1.84%N/A
2021
1.99%N/A
2020
12.38%8.06%
2019
1.17%8.94%
2018
5.99%-0.61%
2017
4.52%4.27%
2016
4.36%3.86%
2015
-8.29%-0.45%
2014
3.04%5.42%
2013
8.91%-0.90%
2012
14.54%7.76%
2011
-0.32%6.27%
2010
N/A8.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.92%N/AN/AN/A
20231.91%2.32%2.43%2.42%
2022-1.54%-0.69%1.49%2.63%
2021-1.65%3.11%-0.81%1.39%
2020-13.92%11.54%3.23%13.38%
20190.58%2.41%-1.40%-0.38%
2018-0.82%3.73%1.29%1.71%
20172.05%1.26%-0.48%1.63%
2016-2.18%4.78%2.27%-0.44%
20151.02%-0.23%-3.80%-5.41%
20143.21%2.69%-1.12%-1.67%
20132.64%0.34%2.41%3.26%
20125.93%-1.36%4.55%4.84%
20115.14%-0.09%-6.72%1.73%
20100.04%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month98
3-month2
1-year2
3-year1
5-year1

Load adjusted returns

1-year8.68%
3-year6.09%
5-year5.37%
10-year3.24%