Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGWIX (Ladenburg Growth Fund Class I) | 5.81% | 10.70% | 11.50% | 9.82% | NA | NA | NA | 9.43% |
Data as of 07/28/2025, AR inception is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGWIX (Ladenburg Growth Fund Class I) | 09/01/2015 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 10.70 | 11.50 | 9.82 | NA | NA | NA | 9.43 | 5.81 | 15.69 | 18.29 | -17.86 | 16.38 | 14.43 | 23.05 | -8.33 | 16.77 | 6.48 | 1.33 |
| Sharpe Ratio | NA | 0.58 | 0.63 | 0.52 | NA | NA | NA | 0.49 | 0.43 | 1.15 | 1.27 | -0.92 | 1.41 | 0.56 | 2.30 | -0.73 | 3.10 | 0.56 | 0.32 |
| Standard Deviation(%) | NA | 15.55 | 14.27 | 14.63 | NA | NA | NA | 14.64 | 18.00 | 10.49 | 11.65 | 21.01 | 11.57 | 25.41 | 9.38 | 13.37 | 5.21 | 11.23 | 12.67 |
| Draw Down(%) | NA | 16.89 | 16.89 | 24.32 | NA | NA | NA | 28.03 | 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 | 10.14 | 5.60 | 4.54 | 3.68 | 2.45 | 1.84 | 4.09 | 0.00 | 11.27 | 3.94 | 0.81 | 2.81 | 0.72 | 2.04 | 1.20 | 2.42 | 0.00 | 0.00 |
Data as of 07/28/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart