Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNOIX (Ladenburg Income & Growth Fund Class I) | 3.57% | 12.36% | 9.80% | 4.36% | 5.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNOIX (Ladenburg Income & Growth Fund Class I) | 09/01/2015 | 06/05/2026 |
| 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 (%) | -1.18 | 12.36 | 9.80 | 4.36 | 5.64 | NA | NA | … | … | 3.57 | 9.42 | 9.69 | 11.88 | -14.50 | 8.43 | 8.21 | 15.31 | -5.05 | 10.35 | 4.97 | 0.00 |
| Sharpe Ratio | NA | 1.77 | 0.96 | 0.25 | 0.49 | NA | NA | … | … | 1.25 | 0.78 | 0.88 | 1.05 | -1.27 | 1.29 | 0.54 | 2.69 | -0.84 | 3.08 | 0.74 | -0.01 |
| Standard Deviation(%) | NA | 6.45 | 7.73 | 8.74 | 8.59 | NA | NA | … | … | 7.70 | 8.40 | 6.91 | 7.89 | 12.58 | 6.50 | 14.74 | 5.15 | 7.66 | 3.16 | 6.40 | 7.07 |
| Draw Down(%) | NA | 5.19 | 9.75 | 19.01 | 19.01 | NA | NA | … | … | 5.19 | 8.49 | 4.04 | 8.85 | 18.59 | 3.40 | 18.41 | 2.31 | 10.40 | 1.12 | 5.58 | 3.30 |
| Yield(%) | 0.00 | 3.33 | 5.24 | 3.67 | 3.23 | 2.20 | 1.65 | … | … | 0.00 | 3.87 | 9.85 | 1.98 | 2.18 | 1.88 | 1.13 | 2.15 | 1.55 | 2.92 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LNOIX (Ladenburg Income & Growth Fund Class I) |
-0.14%
Sep 2019 – Sep 2022 |
1.50%
Sep 2017 – Sep 2022 |
5.23%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNOIX (Ladenburg Income & Growth Fund Class I) |
11.37%
Sep 2022 – Sep 2025 |
7.38%
Oct 2016 – Oct 2021 |
6.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart