Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAGIX (Ladenburg Aggressive Growth Fund Class I) | 10.97% | 23.39% | 16.62% | 8.26% | 10.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAGIX (Ladenburg Aggressive Growth Fund Class I) | 09/01/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 23.39 | 16.62 | 8.26 | 10.56 | NA | NA | … | … | 10.97 | 11.14 | 16.32 | 19.27 | -18.90 | 17.65 | 17.61 | 25.43 | -9.42 | 19.23 | 9.35 | 1.34 |
| Sharpe Ratio | NA | 1.88 | 1.03 | 0.37 | 0.55 | NA | NA | … | … | 1.99 | 0.50 | 1.11 | 1.25 | -0.90 | 1.36 | 0.59 | 2.20 | -0.73 | 3.17 | 0.64 | 0.28 |
| Standard Deviation(%) | NA | 11.17 | 13.40 | 15.66 | 16.26 | NA | NA | … | … | 12.55 | 16.48 | 11.48 | 12.65 | 22.72 | 12.98 | 29.46 | 10.89 | 14.90 | 5.89 | 14.19 | 14.19 |
| Draw Down(%) | NA | 7.56 | 18.65 | 25.75 | 31.30 | NA | NA | … | … | 7.56 | 17.69 | 6.63 | 11.08 | 24.51 | 5.89 | 31.30 | 5.57 | 19.18 | 2.01 | 12.30 | 5.74 |
| Yield(%) | 0.00 | 5.44 | 6.32 | 3.84 | 4.30 | 3.03 | 2.27 | … | … | 0.00 | 5.44 | 9.00 | 3.32 | 0.47 | 1.38 | 1.89 | 3.86 | 1.09 | 2.11 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAGIX (Ladenburg Aggressive Growth Fund Class I) |
1.18%
Mar 2017 – Mar 2020 |
4.67%
Sep 2017 – Sep 2022 |
9.44%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAGIX (Ladenburg Aggressive Growth Fund Class I) |
20.17%
Dec 2018 – Dec 2021 |
14.22%
Oct 2016 – Oct 2021 |
10.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart