Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAWAX (Ladenburg Aggressive Growth Fund Class A) | 10.22% | 22.22% | 16.21% | 8.14% | 10.56% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAWAX (Ladenburg Aggressive Growth Fund Class A) | 09/01/2015 | 06/03/2026 |
| 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 (%) | 0.36 | 22.22 | 16.21 | 8.14 | 10.56 | NA | NA | … | … | 10.22 | 10.94 | 15.63 | 19.74 | -19.09 | 17.54 | 17.38 | 25.68 | -9.64 | 18.97 | 10.86 | 1.44 |
| Sharpe Ratio | NA | 1.88 | 1.02 | 0.36 | 0.55 | NA | NA | … | … | 1.97 | 0.49 | 1.05 | 1.30 | -0.90 | 1.35 | 0.58 | 2.22 | -0.74 | 3.10 | 0.74 | 0.30 |
| Standard Deviation(%) | NA | 11.09 | 13.36 | 15.63 | 16.27 | NA | NA | … | … | 12.51 | 16.47 | 11.44 | 12.46 | 22.76 | 12.93 | 29.54 | 10.93 | 14.91 | 5.93 | 14.31 | 14.20 |
| Draw Down(%) | NA | 7.59 | 18.68 | 25.86 | 31.26 | NA | NA | … | … | 7.59 | 17.67 | 6.66 | 11.12 | 24.63 | 5.86 | 31.26 | 5.64 | 19.32 | 2.06 | 12.18 | 5.64 |
| Yield(%) | 0.00 | 5.10 | 5.96 | 3.58 | 4.05 | 2.84 | 2.13 | … | … | 0.00 | 5.11 | 8.58 | 2.99 | 0.27 | 1.09 | 1.61 | 4.02 | 0.81 | 1.92 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LAWAX (Ladenburg Aggressive Growth Fund Class A) |
1.09%
Mar 2017 – Mar 2020 |
4.55%
Sep 2017 – Sep 2022 |
9.47%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAWAX (Ladenburg Aggressive Growth Fund Class A) |
20.14%
Dec 2018 – Dec 2021 |
14.36%
Oct 2016 – Oct 2021 |
11.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart