Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNCAX (Ladenburg Income FundClass A) | 2.75% | 10.07% | 7.79% | 2.92% | 3.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNCAX (Ladenburg Income FundClass A) | 08/31/2015 | 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 (%) | -0.09 | 10.07 | 7.79 | 2.92 | 3.62 | NA | NA | … | … | 2.75 | 8.69 | 7.05 | 8.57 | -12.75 | 2.94 | 5.61 | 11.48 | -3.83 | 6.70 | 4.90 | -2.00 |
| Sharpe Ratio | NA | 1.60 | 0.78 | 0.06 | 0.34 | NA | NA | … | … | 0.83 | 1.00 | 0.54 | 0.72 | -1.60 | 0.71 | 0.56 | 3.23 | -1.04 | 2.99 | 0.97 | -1.62 |
| Standard Deviation(%) | NA | 4.88 | 6.33 | 6.65 | 6.07 | NA | NA | … | … | 5.84 | 5.83 | 6.35 | 6.84 | 8.90 | 4.08 | 9.55 | 3.10 | 5.02 | 2.03 | 4.83 | 3.64 |
| Draw Down(%) | NA | 4.06 | 8.14 | 16.76 | 16.76 | NA | NA | … | … | 4.06 | 5.06 | 3.46 | 8.14 | 16.19 | 2.52 | 13.24 | 1.01 | 7.30 | 0.95 | 4.19 | 2.69 |
| Yield(%) | 0.00 | 3.15 | 3.53 | 3.27 | 2.63 | 1.78 | 1.33 | … | … | 0.48 | 3.37 | 4.90 | 2.16 | 1.54 | 5.61 | 1.05 | 2.18 | 1.50 | 2.19 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNCAX (Ladenburg Income FundClass A) |
-2.77%
Oct 2020 – Oct 2023 |
-0.07%
Sep 2017 – Sep 2022 |
3.41%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNCAX (Ladenburg Income FundClass A) |
8.77%
Sep 2022 – Sep 2025 |
5.12%
Feb 2016 – Feb 2021 |
4.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart