Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGWIX (Ladenburg Growth Fund Class I) | 9.75% | 21.90% | 15.89% | 8.03% | 9.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGWIX (Ladenburg 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 (%) | 0.52 | 21.90 | 15.89 | 8.03 | 9.64 | NA | NA | … | … | 9.75 | 11.60 | 15.69 | 18.29 | -17.86 | 16.38 | 14.43 | 23.05 | -8.33 | 16.77 | 6.48 | 1.33 |
| Sharpe Ratio | NA | 1.96 | 1.08 | 0.39 | 0.56 | NA | NA | … | … | 1.93 | 0.59 | 1.15 | 1.27 | -0.92 | 1.41 | 0.56 | 2.30 | -0.73 | 3.10 | 0.56 | 0.32 |
| Standard Deviation(%) | NA | 10.03 | 12.18 | 14.31 | 14.44 | NA | NA | … | … | 11.30 | 14.84 | 10.49 | 11.65 | 21.01 | 11.57 | 25.41 | 9.38 | 13.37 | 5.21 | 11.23 | 12.67 |
| Draw Down(%) | NA | 6.92 | 16.89 | 24.32 | 28.03 | NA | NA | … | … | 6.92 | 15.88 | 5.53 | 10.70 | 23.40 | 5.10 | 28.03 | 4.67 | 17.15 | 1.74 | 10.33 | 5.16 |
| Yield(%) | 0.00 | 4.86 | 6.99 | 4.51 | 4.34 | 3.00 | 2.25 | … | … | 0.00 | 4.89 | 11.27 | 3.93 | 0.81 | 2.81 | 0.72 | 2.04 | 1.20 | 2.42 | 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 |
|---|---|---|---|---|
| LGWIX (Ladenburg Growth Fund Class I) |
1.38%
Mar 2017 – Mar 2020 |
3.90%
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 |
|---|---|---|---|---|
| LGWIX (Ladenburg Growth Fund Class I) |
17.90%
Dec 2018 – Dec 2021 |
12.46%
Oct 2016 – Oct 2021 |
9.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart