Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNOCX (Ladenburg Income & Growth Fund Class C) | 4.48% | 11.67% | 8.95% | 3.50% | 4.79% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNOCX (Ladenburg Income & Growth Fund Class C) | 09/01/2015 | 06/12/2026 |
| 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 (%) | 1.00 | 11.67 | 8.95 | 3.50 | 4.79 | NA | NA | … | … | 4.48 | 8.36 | 8.77 | 10.80 | -15.56 | 7.47 | 7.24 | 14.22 | -6.05 | 9.03 | 4.26 | 0.00 |
| Sharpe Ratio | NA | 1.34 | 0.73 | 0.11 | 0.36 | NA | NA | … | … | 0.98 | 0.66 | 0.75 | 0.92 | -1.33 | 1.15 | 0.47 | 2.47 | -0.98 | 2.65 | 0.61 | -0.01 |
| Standard Deviation(%) | NA | 6.72 | 7.79 | 8.82 | 8.64 | NA | NA | … | … | 7.95 | 8.38 | 6.88 | 7.87 | 12.79 | 6.49 | 14.69 | 5.16 | 7.65 | 3.17 | 6.59 | 7.07 |
| Draw Down(%) | NA | 5.20 | 10.03 | 19.98 | 19.98 | NA | NA | … | … | 5.20 | 8.64 | 4.06 | 9.01 | 19.40 | 3.40 | 18.45 | 2.43 | 11.23 | 1.17 | 5.58 | 3.30 |
| Yield(%) | 0.00 | 2.89 | 4.55 | 2.99 | 2.42 | 1.63 | 1.23 | … | … | 0.00 | 3.20 | 9.11 | 1.19 | 1.25 | 1.39 | 0.55 | 1.43 | 0.76 | 1.89 | 0.00 | 0.00 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| LNOCX (Ladenburg Income & Growth Fund Class C) |
-1.16%
Sep 2019 – Sep 2022 |
0.47%
Sep 2017 – Sep 2022 |
4.22%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNOCX (Ladenburg Income & Growth Fund Class C) |
10.32%
Sep 2022 – Sep 2025 |
6.39%
Oct 2016 – Oct 2021 |
5.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart