Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) | 4.58% | 13.29% | 10.02% | 4.52% | 5.54% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) | 09/01/2015 | 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 (%) | 0.15 | 13.29 | 10.02 | 4.52 | 5.54 | NA | NA | … | … | 4.58 | 9.19 | 9.31 | 12.01 | -14.68 | 8.31 | 8.03 | 15.05 | -5.26 | 9.93 | 4.56 | 0.00 |
| Sharpe Ratio | NA | 1.77 | 0.94 | 0.23 | 0.46 | NA | NA | … | … | 1.25 | 0.76 | 0.81 | 1.07 | -1.29 | 1.29 | 0.52 | 2.68 | -0.88 | 2.96 | 0.70 | -0.01 |
| Standard Deviation(%) | NA | 6.43 | 7.76 | 8.73 | 8.56 | NA | NA | … | … | 7.73 | 8.37 | 7.00 | 7.84 | 12.57 | 6.45 | 14.77 | 5.06 | 7.59 | 3.14 | 6.23 | 7.07 |
| Draw Down(%) | NA | 5.20 | 9.82 | 19.12 | 19.12 | NA | NA | … | … | 5.20 | 8.52 | 4.05 | 8.86 | 18.71 | 3.35 | 18.43 | 2.43 | 10.54 | 1.12 | 5.58 | 3.30 |
| Yield(%) | 0.00 | 3.18 | 5.02 | 3.49 | 2.98 | 2.03 | 1.52 | … | … | 0.00 | 3.64 | 9.58 | 1.73 | 1.99 | 1.66 | 0.92 | 1.94 | 1.36 | 2.58 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) |
-0.29%
Sep 2019 – Sep 2022 |
1.31%
Sep 2017 – Sep 2022 |
5.00%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) |
11.18%
Sep 2022 – Sep 2025 |
7.20%
Oct 2016 – Oct 2021 |
5.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart