Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOWAX (Ladenburg Growth & Income Class A) | 7.30% | 17.67% | 12.76% | 6.28% | 7.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOWAX (Ladenburg Growth & Income 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 (%) | 0.19 | 17.67 | 12.76 | 6.28 | 7.53 | NA | NA | … | … | 7.30 | 10.44 | 11.49 | 15.38 | -16.32 | 12.29 | 11.35 | 19.39 | -7.48 | 14.01 | 5.25 | 1.23 |
| Sharpe Ratio | NA | 1.90 | 1.02 | 0.33 | 0.51 | NA | NA | … | … | 1.73 | 0.65 | 0.94 | 1.24 | -1.07 | 1.34 | 0.55 | 2.39 | -0.80 | 3.10 | 0.59 | 0.38 |
| Standard Deviation(%) | NA | 8.41 | 9.88 | 11.44 | 11.57 | NA | NA | … | … | 9.74 | 11.74 | 8.37 | 9.52 | 16.67 | 9.16 | 20.23 | 7.49 | 11.07 | 4.32 | 8.56 | 9.55 |
| Draw Down(%) | NA | 6.14 | 13.52 | 21.60 | 23.42 | NA | NA | … | … | 6.14 | 12.39 | 4.33 | 9.76 | 21.00 | 4.28 | 23.42 | 3.61 | 15.06 | 1.42 | 7.57 | 4.39 |
| Yield(%) | 0.00 | 3.48 | 5.65 | 4.04 | 3.63 | 2.51 | 1.88 | … | … | 0.00 | 3.63 | 9.54 | 3.60 | 1.78 | 3.25 | 0.72 | 1.99 | 1.25 | 2.70 | 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 |
|---|---|---|---|---|
| LOWAX (Ladenburg Growth & Income Class A) |
1.05%
Apr 2021 – Apr 2024 |
2.60%
Sep 2017 – Sep 2022 |
6.66%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOWAX (Ladenburg Growth & Income Class A) |
14.29%
Dec 2018 – Dec 2021 |
9.89%
Oct 2016 – Oct 2021 |
7.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart