Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAWCX (Ladenburg Aggressive Growth Fund Class C) | 10.54% | 22.26% | 15.59% | 7.30% | 9.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAWCX (Ladenburg Aggressive Growth Fund Class C) | 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 (%) | 0.58 | 22.26 | 15.59 | 7.30 | 9.56 | NA | NA | … | … | 10.54 | 6.77 | 15.29 | 18.25 | -19.63 | 16.61 | 16.52 | 24.15 | -10.26 | 17.96 | 8.84 | 1.34 |
| Sharpe Ratio | NA | 1.80 | 0.95 | 0.30 | 0.49 | NA | NA | … | … | 1.90 | 0.23 | 1.02 | 1.16 | -0.93 | 1.28 | 0.55 | 2.08 | -0.78 | 2.95 | 0.61 | 0.28 |
| Standard Deviation(%) | NA | 11.11 | 13.37 | 15.65 | 16.26 | NA | NA | … | … | 12.50 | 17.16 | 11.44 | 12.66 | 22.73 | 12.98 | 29.52 | 10.92 | 14.90 | 5.90 | 14.19 | 14.19 |
| Draw Down(%) | NA | 7.67 | 18.88 | 26.35 | 31.33 | NA | NA | … | … | 7.67 | 17.78 | 6.72 | 11.27 | 25.00 | 5.91 | 31.33 | 5.64 | 19.88 | 2.11 | 12.30 | 5.74 |
| Yield(%) | 0.00 | 4.94 | 5.63 | 3.25 | 3.36 | 2.36 | 1.77 | … | … | 0.00 | 4.92 | 8.36 | 2.42 | 0.00 | 0.94 | 1.25 | 2.75 | 0.50 | 1.05 | 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 |
|---|---|---|---|---|
| LAWCX (Ladenburg Aggressive Growth Fund Class C) |
0.19%
Mar 2017 – Mar 2020 |
3.69%
Sep 2017 – Sep 2022 |
8.48%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAWCX (Ladenburg Aggressive Growth Fund Class C) |
19.04%
Dec 2018 – Dec 2021 |
13.17%
Oct 2016 – Oct 2021 |
9.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart