Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LOWCX (Ladenburg Growth & Income Class C) | 4.53% | 8.71% | 8.82% | 6.38% | NA | NA | NA | 6.50% |
Data as of 07/25/2025, AR inception is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOWCX (Ladenburg Growth & Income Class C) | 09/01/2015 | 07/25/2025 |
| 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 (%) | 0.93 | 8.71 | 8.82 | 6.38 | NA | NA | NA | 6.50 | 4.53 | 10.97 | 14.17 | -17.03 | 11.62 | 10.42 | 18.64 | -8.24 | 13.16 | 4.55 | 1.02 |
| Sharpe Ratio | NA | 0.46 | 0.48 | 0.37 | NA | NA | NA | 0.38 | 0.37 | 0.89 | 1.10 | -1.11 | 1.27 | 0.50 | 2.28 | -0.87 | 2.86 | 0.51 | 0.32 |
| Standard Deviation(%) | NA | 12.02 | 11.44 | 11.64 | NA | NA | NA | 11.65 | 14.05 | 8.26 | 9.64 | 16.69 | 9.14 | 20.17 | 7.52 | 11.10 | 4.39 | 8.51 | 9.49 |
| Draw Down(%) | NA | 13.71 | 13.71 | 22.19 | NA | NA | NA | 23.45 | 12.42 | 4.63 | 9.87 | 21.48 | 4.30 | 23.45 | 3.70 | 15.68 | 1.43 | 7.68 | 4.39 |
| Yield(%) | 0.00 | 8.32 | 4.76 | 3.65 | 2.76 | 1.84 | 1.38 | 3.06 | 0.00 | 9.09 | 3.19 | 1.51 | 2.99 | 0.31 | 1.61 | 0.98 | 1.81 | 0.00 | 0.00 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| LOWCX (Ladenburg Growth & Income Class C) |
0.31%
Apr 2021 - Apr 2024 |
1.85%
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 |
|---|---|---|---|---|
| LOWCX (Ladenburg Growth & Income Class C) |
13.50%
Dec 2018 - Dec 2021 |
9.11%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart