Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOWIX (Ladenburg Growth & Income Class I) | 7.87% | 18.40% | 13.15% | 6.46% | 7.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOWIX (Ladenburg Growth & Income Class I) | 09/01/2015 | 06/04/2026 |
| 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 (%) | 0.37 | 18.40 | 13.15 | 6.46 | 7.75 | NA | NA | … | … | 7.87 | 8.12 | 12.12 | 15.20 | -16.10 | 12.55 | 11.57 | 19.70 | -7.27 | 14.30 | 5.15 | 1.23 |
| Sharpe Ratio | NA | 1.92 | 1.05 | 0.35 | 0.53 | NA | NA | … | … | 1.73 | 0.45 | 1.03 | 1.21 | -1.06 | 1.37 | 0.56 | 2.44 | -0.79 | 3.12 | 0.58 | 0.38 |
| Standard Deviation(%) | NA | 8.44 | 9.83 | 11.42 | 11.56 | NA | NA | … | … | 9.79 | 11.99 | 8.27 | 9.62 | 16.66 | 9.11 | 20.22 | 7.47 | 11.05 | 4.39 | 8.56 | 9.56 |
| Draw Down(%) | NA | 6.11 | 13.42 | 21.43 | 23.37 | NA | NA | … | … | 6.11 | 12.32 | 4.59 | 9.67 | 20.88 | 4.27 | 23.37 | 3.64 | 14.85 | 1.43 | 7.57 | 4.30 |
| Yield(%) | 0.00 | 3.60 | 5.83 | 4.19 | 3.82 | 2.65 | 1.99 | … | … | 0.00 | 3.81 | 9.77 | 3.79 | 1.93 | 3.45 | 0.86 | 2.23 | 1.38 | 2.77 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LOWIX (Ladenburg Growth & Income Class I) |
1.29%
Apr 2021 – Apr 2024 |
2.85%
Sep 2017 – Sep 2022 |
6.86%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOWIX (Ladenburg Growth & Income Class I) |
14.55%
Dec 2018 – Dec 2021 |
10.09%
Oct 2016 – Oct 2021 |
8.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart