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LAGIX: Ladenburg Aggressive Growth Fund Class I (MUTUAL FUND)
Basic Info 18.59 0.03(0.16%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 09/01/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.49% |
Expenses | 0.95% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 7.4 | 25.9 | 5.6 | 10.2 | 8.5 | 16.5 | -19.6 | 16.6 | 17.6 | 21.3 | -9.4 | 19.2 | 9.3 | 1.3 |
Sharpe Ratio | NA | 2.81 | 2.02 | 0.18 | 0.44 | 0.49 | 0.96 | -0.9 | 1.31 | 0.59 | 1.65 | -0.72 | 3.17 | 0.64 | 0.28 |
Draw Down(%) | NA | 2.3 | 11.1 | 25.8 | 31.3 | 31.3 | 11.1 | 24.5 | 5.9 | 31.3 | 6.1 | 19.2 | 2.0 | 12.3 | 5.7 |
Standard Deviation(%) | NA | 10.2 | 11.0 | 16.8 | 19.2 | 16.8 | 12.9 | 23.5 | 12.6 | 29.4 | 12.1 | 14.9 | 5.9 | 14.2 | 14.2 |
Treynor Ratio | NA | 0.37 | 0.26 | 0.04 | 0.1 | 0.1 | 0.14 | -0.27 | 0.22 | 0.21 | 0.23 | -0.12 | 0.23 | 0.11 | 0.05 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | -0.04 |
Beta | NA | 0.77 | 0.85 | 0.79 | 0.82 | 0.82 | 0.85 | 0.79 | 0.74 | 0.83 | 0.85 | 0.87 | 0.81 | 0.81 | 0.75 |
RSquared | NA | 0.79 | 0.86 | 0.72 | 0.86 | 0.85 | 0.81 | 0.7 | 0.66 | 0.99 | 0.8 | 0.98 | 0.93 | 0.6 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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