Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) | 2.72% | 5.97% | 7.70% | 4.76% | NA | NA | NA | 5.16% |
Data as of 07/15/2025, AR inception is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) | 09/01/2015 | 07/15/2025 |
| 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 (%) | -0.32 | 5.97 | 7.70 | 4.76 | NA | NA | NA | 5.16 | 2.72 | 9.66 | 11.65 | -14.68 | 8.31 | 8.03 | 15.05 | -5.26 | 9.93 | 4.56 | 0.00 |
| Sharpe Ratio | NA | 0.39 | 0.51 | 0.33 | NA | NA | NA | 0.38 | 0.29 | 0.87 | 1.02 | -1.29 | 1.29 | 0.52 | 2.68 | -0.88 | 2.96 | 0.70 | -0.01 |
| Standard Deviation(%) | NA | 8.97 | 9.05 | 8.86 | NA | NA | NA | 8.63 | 10.36 | 6.94 | 7.93 | 12.57 | 6.45 | 14.77 | 5.06 | 7.59 | 3.14 | 6.23 | 7.07 |
| Draw Down(%) | NA | 9.82 | 11.14 | 19.12 | NA | NA | NA | 19.12 | 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 | 8.80 | 4.77 | 3.37 | 2.65 | 1.76 | 1.32 | 2.94 | 0.46 | 9.58 | 1.74 | 1.99 | 1.66 | 0.92 | 1.94 | 1.36 | 2.58 | 0.00 | 0.00 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) |
-0.29%
Sep 2019 - Sep 2022 |
1.31%
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 |
|---|---|---|---|---|
| LNOAX (Ladenburg Income & Growth Fund Class A) |
10.42%
Dec 2018 - Dec 2021 |
7.20%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart