Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGWAX (Ladenburg Growth Fund Class A) | 9.00% | 19.73% | 14.86% | 7.52% | 9.55% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGWAX (Ladenburg Growth Fund Class A) | 09/01/2015 | 06/12/2026 |
| 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 (%) | 1.36 | 19.73 | 14.86 | 7.52 | 9.55 | NA | NA | … | … | 9.00 | 11.43 | 14.96 | 18.61 | -18.06 | 16.19 | 14.23 | 22.63 | -8.56 | 16.43 | 6.69 | 1.33 |
| Sharpe Ratio | NA | 1.63 | 0.94 | 0.35 | 0.54 | NA | NA | … | … | 1.59 | 0.57 | 1.08 | 1.30 | -0.94 | 1.40 | 0.55 | 2.25 | -0.75 | 3.00 | 0.57 | 0.32 |
| Standard Deviation(%) | NA | 10.48 | 12.30 | 14.34 | 14.46 | NA | NA | … | … | 11.77 | 14.93 | 10.54 | 11.59 | 20.88 | 11.57 | 25.44 | 9.38 | 13.31 | 5.28 | 11.27 | 12.65 |
| Draw Down(%) | NA | 6.98 | 16.97 | 24.45 | 28.06 | NA | NA | … | … | 6.98 | 15.89 | 5.51 | 10.73 | 23.49 | 5.09 | 28.06 | 4.74 | 17.34 | 1.74 | 10.33 | 5.25 |
| Yield(%) | 0.00 | 4.56 | 6.58 | 4.22 | 4.06 | 2.76 | 2.07 | … | … | 0.00 | 4.63 | 10.87 | 3.66 | 0.60 | 2.53 | 0.32 | 1.67 | 0.97 | 2.13 | 0.00 | 0.00 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| LGWAX (Ladenburg Growth Fund Class A) |
1.10%
Mar 2017 – Mar 2020 |
3.66%
Sep 2017 – Sep 2022 |
8.27%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGWAX (Ladenburg Growth Fund Class A) |
17.63%
Dec 2018 – Dec 2021 |
12.25%
Oct 2016 – Oct 2021 |
9.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart